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 quick look at how federal income taxes work.
This early financial decision could prove helpful over time.
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
How literate are you when it comes to your finances? Brush up with these five basics.
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
How long does a $20 bill last?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Gaining a better understanding of municipal bonds makes more sense than ever.
Find out how large your emergency fund should be based on your monthly expenses.
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
See how extra payments toward your student loans could shorten your payoff timeline.
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Estimate your potential federal capital gains tax liability on the sale of an asset.
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Here's a crash course on saving for college.
Learn how to harness the power of compound interest for your investments.
Here are the top 5 things your team may want to hear.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Watch this fun video for tips on how to search for missing money.
If you died, what would happen to your email archives, social profiles and online accounts?
