Helping individuals, families and businesses achieve financial freedom.

 

 

 

 

Our Firm offers financial guidance in the following areas:

Estate Planning

Retirement Planning

Financial Planning

Business Planning

College Planning

Corporate Education Seminars

Special Needs Planning

Wealth Management

Investments

We have representatives in this office licensed and registered to offer products and services in [VA, NC, FL, WV, CA, MD, PA, GA, NJ, SC, NV]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Strength and Stability

It’s times like these that set us apart. Keeping our promises

Life Expectancy Calculator

What is your life expectancy?

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Learning Center

A library of tools to educate you on a wide variety of financial topics.

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Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

How Interest Rates Can Influence Financial Decisions

The Federal Reserve has relied on its control of short-term interest rates to influence economic activity. Adjusting interest rates might seem to be an overly simple solution for steering the world's most powerful economy, but few mechanisms can influence behavior more effectively than interest rates.

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

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