Financial Planning Services

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Financial Planning Services

• Complete Financial Review

• Asset Allocation Recommendations

• Fact Finding & Needs Analysis

• Ongoing Monitoring & Review

• Full-Service Menu Options

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

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Investment Services

• Full-Service Brokerage

• Mutual Funds

• Variable Life Insurance

• Variable Annuities

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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Retirement Funding

403(b)

TSA

401(k)

Social Security Analysis

Lump Sum Distributions

IRA

Roth IRA

Rollovers

Retirement Income Strategies

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

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Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

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Business Planning Services

• Business Succession Strategies

• Buy/Sell Agreement Funding

• Deferred Compensation

• Key Person Insurance

• Non-qualified Discriminatory Retirement Plans

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

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Good Health is Good Business

Good employee health can be great for the company’s bottom line.

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Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

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Employee Benefit Services

• Business Succession Strategies

• Buy/Sell Agreement Funding

• Deferred Compensation

• Key Person Insurance

• Non-qualified Discriminatory Retirement Plans

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

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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.

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Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

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Life Insurance Services

Life Insurance

Long Term Care Insurance

Term Insurance

Linked Benefits

Impaired Risk Underwriting

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

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Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

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Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

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Education Funding

• College Savings / 529 Plans

• UGMA / UTMA accounts

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

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A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

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Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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Estate Preservation

• Estate Analysis

• Strategies to Reduce Taxes

• Gifting Strategies

• Charitable Giving Strategies

• Estate Analysis

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

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What is the Value of Your Business?

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

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Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

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Partner Carriers

American Funds®

Fidelity Advisors®

Franklin Templeton Investments®

John Hancock Investments®

Putnam Investments®

Securian©

TransAmerica©

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