Are you Ready for Retirement? Find out Now
Who We Serve
Whether you're a small business owner, pre-retiree/retiree, or rancher/farmer, we can help at every stage of life.
Our Approach
Designed to uncover what is most important to you personally and financially.
Second Opinion Service
Can you answer this with confidence - "Will my money outlive me? Or will I outlive my money?"
Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Helpful Content
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
View all articles 
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
View all calculators
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.