We Are Independent Advisors
You can never underestimate the value of financial independence. The freedom and flexibility to make choices makes you feel empowered. As Independent Advisors, we have a wider variety of options and can guide you through decisions without having to cater to proprietary needs. Whether you are coming in to talk about Investments, Retirement Planning, 401k Rollovers, IRA Funding, Life Insurance, Estate Planning or Long Term Care, we can present various products to help guide you along the way. Contact us to learn how we can serve you best.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Understanding the value of a home warranty.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Don't let procrastination keep you from pursuing your financial dreams and goals.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A bucket plan can help you be better prepared for a comfortable retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
With alternative investments, it’s critical to sort through the complexity.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, cracking the code on bonds.