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.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Try these activities to keep your brain sharp.
Learn about the latest sport to sweep the nation with this informative article.
There are things about Social Security that might surprise you.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
It's important to make sure your retirement strategy anticipates health-care expenses.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Here is a quick history of the Federal Reserve and an overview of what it does.
This video discusses issues related to your retirement accounts when you move on from your job.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When markets shift, experienced investors stick to their strategy.
What are your options for investing in emerging markets?
$1 million in a diversified portfolio could help finance part of your retirement.