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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

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.

 

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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