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.
This calculator can help you estimate how much you may need to save for retirement.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Tips on insuring your teen driver.
How Medicare can address health care needs in your retirement strategy.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A four-step framework for building a personal legacy.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learn about cyber liability insurance in this entertaining video.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A couple become Retirement Plan Detectives, searching records from old employers.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
