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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Building Strategies for your Financial Future
Building Your Legacy
A four-step framework for building a personal legacy.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Saving for College 101
Here’s a crash course on saving for college.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
These food myths will really put a drain on your wallet.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
You’ve made investments your whole life. Work with us to help make the most of them.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What is your plan for health care during retirement?
Do you have causes that you want to support with donations?
Agent Jane Bond is on the case, cracking the code on bonds.
How will you weather the ups and downs of the business cycle?