Broker Check

For Individuals

Retirement Planning & IRA Accounts

  • 401(k) Rollovers
  • Traditional & Roth IRA accounts
  • IRA consolidation services
<p>A Fruitful Retirement: Social Security Benefit</p>

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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<p>Inflation - Back to the Future</p>

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.
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<p>A Look at Systematic Withdrawals</p>

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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Mutual Funds and Investment Options

  • We can help you choose from thousands of mutual funds offered by dozens of well-known mutual fund companies
  • Choose from a selection of professionally managed investment portfolios or let us build a custom portfolio to match your needs
  • We’ll help you find an appropriate mix of investments that are aligned with your investment goals
<p>Inflation and Your Portfolio</p>

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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<p>Mutual Funds vs. ETFs</p>

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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<p>Saving for College</p>

Saving for College

This calculator can help you estimate how much you should be saving for college.
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Fixed and Variable Annuities

  • Have you considered how you'll replace your paycheck during your retirement years?
  • We can help you establish various annuity strategies including fixed, variable, and fixed index annuities to help meet your investment goals

Fixed insurance products and services may be provided by a third party. Please consult with your representative to confirm on which company's behalf services are being provided. The guarantees of an annuity contract, including fixed returns, payouts and death benefit guarantees are contingent on the claims-paying ability of the issuing insurance company.

<p>The Power of Tax-Deferred Growth</p>

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?
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<p>Retirement Income and the Traditional Portfolio</p>

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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<p>Annuity Comparison</p>

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Long-Term Care & Life Insurance Policies

  • Term life insurance guarantees your premium and death benefit amount for the fixed term selected
  • Long-Term Care insurance policies provide coverage for extended term care in assistant living facilites and nursing homes
  • Having the right insurance coverage helps protect your family's assets when it’s needed most
<p>The Other Sure Thing</p>

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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<p>Term vs. Permanent Life Insurance</p>

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
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<p>Long-Term-Care Needs</p>

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.
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