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.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Compare annuity options to see how each one could affect your long-term income outlook.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
Here are six flags that may make your tax return prime for an IRS audit.
Five creative (and inexpensive) ideas for motivating your employees.
Estimate your potential federal capital gains tax liability on the sale of an asset.
See how long your current savings might last if a disability interrupted your income.
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Compare different mortgage term lengths side by side to find the option that fits your budget.
Calculate the dividend yield of a holding and see what that means for income over time.
Estimate how much of your Social Security benefit may be subject to federal income tax.
Check out this video to begin separating fact from fiction.
What is your plan for health care during retirement?
The average retirement lasts for 18 years. What will you do with your days?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
You’ve made investments your whole life. Work with us to help make the most of them.
