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.
Find out how long it may take to pay off a credit card balance and what it costs in interest.
In the face of divorce, making changes to insurance coverage may be overlooked.
See how inflation over time could affect the purchasing power of your retirement income.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Estimate how much life insurance coverage may be appropriate for your situation.
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn about the difference between bulls and bears—markets, that is!
Have you explored all your options when it comes to managing your taxable income?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
There are thousands of ETFs available. Should you invest in them?
