Specializing in comprehensive financial planning and investment management for Middle American families.

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Newsletters
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Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
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The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
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Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
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Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?