Welcome to our Web site!
We hope your visit to our site will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, wealth preservation, and tax planning. Most important, we hope you see the benefits that utilizing the skills of a licensed and certified professional can provide you in the pursuit of achieving your financial goals.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you find this site informative and easy to use. Please visit us often and be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of wealth management.
Please take advantage of all the information available to you on this Web site. Under the Resources tab there are up-to-date articles, newsletters, various financial calculators, flip-books, glossary of terms, tax libraries and videos. Information about our staff is located in the "About Us" tab under "Associates".
Newsletters
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A Business Plan Can Be Your Guide to Growth
A business plan can be an important step toward success. Here are some key components to consider.
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Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
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Hot Topic: The Ag Economy: Tough Times for Farmers in 2019
Farm bankruptcies rose in 2019, despite billions in federal support. This article discusses the effect on rural communities and regional economies.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Car Affordability
How much can you afford to pay for a car?