Who I Am
I am a highly-certified independent financial advisor passionate about making a change in the lives of those around me.Learn More
While growing my business is important, I am first and foremost motivated to help as many people as I can prepare for one of life’s most significant milestones.Learn More
How I Help
I work with my clients to plan holistically for their retirement. We address the physical, mental, social, and financial aspects of retirement.Learn More
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Emerging Market Opportunities
What are your options for investing in emerging markets?
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
The item most homeowners forget on their home improvement project checklist is insurance.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, cracking the code on bonds.
What is your plan for health care during retirement?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are a few things to consider when buying or leasing your next vehicle.
Around the country, attitudes about retirement are shifting.
A special needs trust helps care for a special needs child when you’re gone.