We're there for you
We understand that everyone’s needs and goals are different. That’s why we customize your financial and retirement plan to meet your unique challenges. If you are unsure about 529 College Funds, Mutual Funds or Index Annuities - our personalized services help take the mystery out of preparing for your future. We always strive to provide the knowledge and support you will need through all your Financial Life Stages. We’re there for you.
- Ken Earwood, President
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
A letter of instructions provides additional and more personal information regarding your estate.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
What are your options for investing in emerging markets?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What if instead of buying that home, you invested that money?