Broker Check
 
        Contact          Schedule an Appointment
 
The Wild West of Data Theft Supporting Local Business In a Crisis Retiring in a Post-Pandemic World Dreaming Up an Active Retirement

Asset-Map

Learn more

Visualize The Possibilities

See your full financial picture and make better decisions about what matters. Asset-Map is a tool that allows us to visualize your complete financial inventory on one page and inform progress to financial goals. With intuitive mind map-like diagramming, you can see and understand your finances like never before and as a result, make better decisions about your financial future. 

Learn more

Financial Planning for Faith Based Families

Live Simply, Work Diligently, Give Generously

Learn More
 

Helpful Content

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Prescription Drug Benefits Under Medicare (Part D)

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

 

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

View all articles arrow

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

View all videos arrow