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You desire to make an impact, to be heard, and to have a good time along the way. You can look, and probably already have, at how we're structured, or what products, or programs we use. But, ultimately, you need to know that we do what we do because we believe that service is first, that sincerity in relationships, discipline in action, and high integrity lead to success. We are not in this for us, we are in this for you. And, we want you to have the freedom to care for those you love with the support of a team that cares about you.Contact Us
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
All about how missing the best market days (or the worst!) might affect your portfolio.
A bucket plan can help you be better prepared for a comfortable retirement.
Learn how to harness the power of compound interest for your investments.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Are you ready for retirement? Here are five words you should consider.
Understanding the cycle of investing may help you avoid easy pitfalls.