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.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
See how long your current savings might last if a disability interrupted your income.
See how long a lump sum of savings could last based on your withdrawal rate and return.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Learn about the risks of not having health insurance in this informative article.
There are benefits and limitations when you decide to donate stock.
Do you have an estate strategy? You should.
Healthy habits are one of the greatest gifts to give your child.
When it comes to generational differences, knowing the facts can be difficult.
See how much you may need to save now to cover future college costs for your child.
See how the purchasing power of a dollar has changed over time due to inflation.
Calculate your required minimum distribution amount based on your account balance and age.
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Compare the long-term financial outcomes of renting versus buying a home.
The decision whether to buy or rent a home may have long-term implications.
Do you know how to set up your financial goals for success? This knight does.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Bucket lists don’t have to be for tomorrow.
What are your options for investing in emerging markets?
Savvy investors take the time to separate emotion from fact.
