Experience Matters

Over the years, I have found that a personal approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. Our advisors take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods ava... Learn More

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Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

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.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

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When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

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

View all presentations

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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.