For Individuals

Retirement Planning & IRA Accounts

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

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Learn More

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

Learn More

Estimate Your RMD

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

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

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Learn More

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

Learn More

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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

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

Learn More

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

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

When considering life insurance, it's important to understand your options.

Learn More

Long-Term-Care Needs

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

Learn More