Greetings from Jonathan and Chuck
You have questions. We have answers. If you want to work with real people who know you and your family, who respond quickly to your questions, and focus on the things that really matter, we think you will appreciate working with us.What We Do
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Calculating your potential Social Security benefit is a three-step process.
Being healthy not only makes you feel good, it may also help you financially.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Understanding how capital gains are taxed may help you refine your investment strategies.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
What are your options for investing in emerging markets?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Here’s a quick guide to checking to see if you have unclaimed money.
Learn how to harness the power of compound interest for your investments.