Broker Check

For Individuals

Retirement Planning & IRA Accounts

  • 401(k) Rollovers
  • Traditional & Roth IRA accounts
  • IRA consolidation services
<p>Retiring the 4% Rule</p>

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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<p>Orchestrating Your Retirement Accounts</p>

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
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<p>Inflation & Retirement</p>

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.
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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>Where Is the Market Headed?</p>

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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<p>What&#8217;s Your Investment IQ?</p>

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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<p>Taxable vs. Tax-Deferred Savings</p>

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
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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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