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For Individuals

Retirement Planning & IRA Accounts

  • 401(k) Rollovers
  • Traditional & Roth IRA accounts
  • IRA consolidation services

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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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

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.
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Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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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.

The Power of Tax-Deferred Growth

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

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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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

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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Term vs. Permanent Life Insurance

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

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