Serving Your Community Since 1970...

We are a full-service financial firm committed to helping people pursue their financial goals.  We offer a wide range of financial products and services to individuals and business owners, including but not limited to: 

  • 401(k) Plans
    We assist small businesses with finding cost effective retirement plans.  If you have not had your existing plan reviewed in the past year, call us today to see if you can improve the plan for your employees.
  • IRA Rollovers  (Roth and Traditional)
    Is your 401(k) with a former employer?  It is a wise decision to review your existing IRA’s and 401(k)’s.  Consolidation of accounts may make sense from a cost and planning perspective.
  • Stocks & Bonds
    Our clients have access to many of the premier fee-based money managers in the country.
  • Retirement Funding
    Are you on track to retire as planned?  Call us today for a complimentary review of your present financial position.
  • College Funding
    529 plans are available through various mutual fund distributors.  Learn how to save for college expenses in a tax efficient manner.
  • Mutual Funds
    American Funds www.americanfunds.com
    Black Rock www.blackrock.com
    Franklin Templeton www.franklintempleton.com
    John Hancock www.johnhancock.com
    Lord Abbett www.lordabbett.com
    Oppenheimer www.oppenheimerfunds.com
    PIMCO www.pimcofunds.com
    This listing is not a full list of companies whose products we can offer.  It also does not constitute a solicitation or recommendation of those companies products or services.
  • Annuities
    Variable
    Fixed 

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

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