Your Blueprint is provided as part of our process. When we know you, your family and your business. We know the site you’re building on. Your Blueprint becomes the infrastructure needed to build assets that serve you, your needs and preferences.
Our process of building implementing and supervising your assets as an independent firm is very different from many larger firms. We are independent of banks, brokerage firms, or insurance companies; as such we have the freedom to recommend suitable plans from an array of sources.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more. As you search my website, send me a note regarding any questions you may have.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Do your insurance needs stay the same when the nest empties?
It may help your business be better prepared in the event of the death of a principal or key employee.
Military families face unique challenges, making personal finance even more critical.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Smart investors take the time to separate emotion from fact.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, cracking the code on bonds.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.