203 E. Jefferson Street Valparaiso, IN 46383
TEL: 1(800) 535-8099
Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for and meet their financial goals. If you are looking for an investment professional to manage your company’s retirement or pension plan, you have come to the right place. If you are a successful individual looking for a financial professional, you are in the right place. We appreciate your visit.
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
An article informing readers about the threats of Identity Theft.
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
This article provides a checklist of steps to take if you experience a data breach.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
An article about meditation, mindfulness, and financial well-being.
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
See how long your current savings might last if a disability interrupted your income.
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Find out how long it may take to pay off a credit card balance and what it costs in interest.
See how extra payments toward your student loans could shorten your payoff timeline.
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Making the most of surprises is a great reason to work with us.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn about cyber liability insurance in this entertaining video.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
