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.
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learn about the importance of having an estate strategy in this helpful and informative video.
Intellectual property ownership and its implications for ordinary people and estates.
When to start? Should I continue to work? How can I maximize my benefit?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Healthy habits are one of the greatest gifts to give your child.
Compare two different scenarios side by side to see how they stack up over time.
Compare different mortgage term lengths side by side to find the option that fits your budget.
See how long a lump sum of savings could last based on your withdrawal rate and return.
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
See how the purchasing power of a dollar has changed over time due to inflation.
Estimate total wedding costs and see how different choices affect your overall budget.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Understanding the cycle of investing may help you avoid easy pitfalls.
What are your options for investing in emerging markets?
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Agent Jane Bond is on the case, cracking the code on bonds.
