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.
Sustain financial well-being or create wealth through these actions.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Looking ahead can help you conquer these unique obstacles.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
Learn about the average American budget in this fun and interactive piece.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
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.
The importance of life insurance, how it works, and how much coverage you need.
Do you have causes that you want to support with donations?
What if instead of buying that vacation home, you invested the money?
Learn about the importance of having an estate strategy in this helpful and informative video.
Learn about cyber liability insurance in this entertaining video.
The market is as unpredictable as the weather. We'd love to help you prepare.
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.
