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.
Compare your current student loan terms to a potential refinance to see if it makes sense.
Here are the top 5 things your team may want to hear.
Work backwards from your savings goal to find the rate of return you'd need to get there.
This article provides a checklist of steps to take if you experience a data breach.
Understanding the economy's cycles can help put current business conditions in better perspective.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Estimate how much of your Social Security benefit may be subject to federal income tax.
Calculate your required minimum distribution amount based on your account balance and age.
Work backwards from your savings goal to find the rate of return you'd need to get there.
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Get a snapshot of your overall financial picture by calculating your total net worth.
Compare Roth and traditional 401(k) options to see which may work better for your situation.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Here’s a quick guide to checking to see if you have unclaimed money.
When markets shift, experienced investors stick to their strategy.
Bucket lists don’t have to be for tomorrow.
There are thousands of ETFs available. Should you invest in them?
