Business Owners
We take an in depth look at your business to understand what your needs are.
Learn More
Physicians
We recognize your needs are unique and plan accordingly.
Learn More
Families
We create life plans with a high degree of certainty.
Learn MoreHelpful Content
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
View all articles 
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.