203 E. Jefferson Street Valparaiso, IN 46383
TEL: 1(800) 535-8099
Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for and meet their financial goals. If you are looking for an investment professional to manage your company’s retirement or pension plan, you have come to the right place. If you are a successful individual looking for a financial professional, you are in the right place. We appreciate your visit.
A windfall from a loved one can be both rewarding and complicated.
See how the purchasing power of a dollar has changed over time due to inflation.
Estimate how much home may fit within your budget based on income and expenses.
This short, informative article teaches the basics of the FIRE movement.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Earnings season can move markets. What is it and why is it important?
Learn when it may not make sense to file a claim on your home insurance.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
There are common mistakes you can avoid when saving for retirement.
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
See how catch-up contributions after age 50 could significantly boost your retirement balance.
See how the purchasing power of a dollar has changed over time due to inflation.
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Peer-to-peer payment apps are one of the newest ways to send money.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What if instead of buying that vacation home, you invested the money?
Learn how to harness the power of compound interest for your investments.
When you retire, how will you treat your next chapter?
Why are 401(k) plans, annuities, and IRAs so popular?
