We specialize in helping individuals, families, and business owners make sense of their insurance and financial programs and make the best use of their dollars to pursue their goals. We take time to find out what you are concerned with and offer meaningful solutions to your insurance and financial challenges.
Our Mission:
To protect the assets, lives, and incomes of individuals and businesses against uncertainty through education and a values-based approach to insurance and planning.
A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.
This report explains the potential consequences of not raising the debt limit in a timely manner and provides an overview of new projections from the CBO for future deficits and the national debt.
States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.
This article discusses recent trends affecting the automotive market and includes suggestions for those who want to purchase a vehicle.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How much do you need to save each year to meet your long-term financial goals?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.