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.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
To choose a plan, it’s important to ask yourself four key questions.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Understanding how a stock works is key to understanding your investments.
Earnings season can move markets. What is it and why is it important?
Gaining a better understanding of municipal bonds makes more sense than ever.
The tax rules that govern donating art are complex and confusing. Take a closer look.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
How do the markets usually react to elections? Was the 2016 election any different?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.