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
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
In this article, explore the benefits of the Federal Student Grant Program.
Currency has been around for a long time. Here’s a quick history lesson.
Learn how to address the challenges that women face when planning for retirement.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Here are six flags that may make your tax return prime for an IRS audit.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
It’s never a bad time to speak with your financial professional about changes in your situation.
Savvy investors take the time to separate emotion from fact.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Pundits say a lot of things about the markets. Let's see if you can keep up.
What does your home really cost?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?