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.
An article informing readers about the threats of Identity Theft.
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
A look at the new retirement contribution limits from the IRS.
This article will help your clients with blended families think and prepare their estate strategy.
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Take the guesswork out of your IEP or SEP with this helpful article.
Learn the ins and outs of credit locks, freezes, and more.
Compare your current student loan terms to a potential refinance to see if it makes sense.
See how much you may need to save now to cover future college costs for your child.
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Estimate your potential federal capital gains tax liability on the sale of an asset.
Compare two different scenarios side by side to see how they stack up over time.
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Making the most of surprises is a great reason to work with us.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
When do you need a will? The answer is easy: Right Now.
Investors seeking world investments can choose between global and international funds. What's the difference?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
