Welcome to our Web site, where you will find a wealth of information in the form of newsletter articles, calculators, research and more.

We hope your visit will help you understand the opportunities and potential rewards
that are available when you take a proactive approach to your personal financial situation. Sound advice based on proven principles is what we deliver. Between Jeff's 25+ years with the firm, Jason's experience and Kaela's fresh perspective we help our clients answer the hard financial questions, plan for the future and oversee portfolios.
 
We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
 
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
 

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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.

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Tips for Your 2014 Taxes

The end of the year will be here soon, but there’s still time to take steps that may help reduce your 2014 taxes.

Health Savings Accounts and Your Retirement

An HSA could play a role in a longer-term retirement strategy because of three powerful tax benefits.

Saving for Life After Work

Retirement benefits are the 3rd most important consideration fostering employee loyalty, after salary and health insurance.

More Newsletters →