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.
One way to find money is to examine your current spending habits and eliminate money wasters.
Learn when it may not make sense to file a claim on your home insurance.
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Intellectual property ownership and its implications for ordinary people and estates.
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Explore the growing influence women wield over the economy with this handy infographic.
Your credit score may influence how much you pay for auto and home insurance.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Compare annuity options to see how each one could affect your long-term income outlook.
Compare your current student loan terms to a potential refinance to see if it makes sense.
Calculate the dividend yield of a holding and see what that means for income over time.
See how inflation over time could affect the purchasing power of your retirement income.
Compare two different scenarios side by side to see how they stack up over time.
Estimate how much life insurance coverage may be appropriate for your situation.
What are your options for investing in emerging markets?
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Around the country, attitudes about retirement are shifting.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Making the most of surprises is a great reason to work with us.
