Welcome!
We are an independent firm helping individuals and business owners in the areas of insurance and investments.
We hope your visit will help you understand the value of working with skilled professionals for your insurance and investment needs.
We’re here to help you learn more about who we are and to provide fast, convenient access to information, forms and other resources.
Please call us to learn more about our services. We look forward to talking with you!
Newsletters
-
A New Option for Providing Health Coverage in 2020
Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.
-
Taming Investment Taxes
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
-
New Study Finds Widespread Job Loss After 50
A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.
Calculators
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?