Broker Check

For Individuals

Retirement Planning & IRA Accounts

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

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?
Learn More
Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
Learn More
A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
Learn More

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
Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
Learn More
Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Learn More
Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

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

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.

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Learn More
Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Learn More

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

The Other Sure Thing

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
Learn More
Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

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

Long-Term-Care Needs

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