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Your DNA Test
A Detailed Needs Analysis (DNA) can identify ways to provide for your loved ones, even after you’re gone.
When Do You Need a Will?
Some may postpone creating a will until they approach retirement or have considerable net worth. But there is good reason to keep an up-to-date will on file — no matter where you are in life.
Once Upon a Goal
Once upon a future date, you’ll reach that financial goal you’re working toward. But what happens between now and then? And how can you make success more certain? Watch this fairytale and learn how to achieve goal-setting success.
A Fruitful Retirement: Social Security Benefit
As you may have read, an 8.6 percent bump in Social Security benefits could be on the way. According to The Senior Citizens League, this translates to an average increase of $1,658 for nearly 70 million Social Security recipients. Consider these tips to help secure the maximum benefit possible.
The Rule of 72
Take a look at this shortcut for measuring the effect of compound interest on your investment dollars.
The Business Cycle
The business cycle is the term used to describe the expanding and contracting pattern of the U.S. economy. What could it mean for your investment decisions?
Here you’ll find a wealth of information in the form of newsletter articles, calculators, e-seminars and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your Financial Life Journey. We have created this Web site to help you gain a better understanding of the financial concepts behind debt management, savings, 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 and dreams.
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.
Helping You Navigate Life's Financial Journey. /SDG/
"If any of you lacks wisdom, you should ask God, who gives generously to all without finding fault, and it will be given to you."
- James 1:5 NIV
Our professionals are ready to evaluate and support all your potential investments.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.