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.
Helpful Content
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?