Broker Check
 
 
Create more Saturdays.

All investing involves risk including loss of principal. No Strategy, including asset allocation, assures success or protects against loss.

 

How do you define your Saturday?

What do you think of when you think of Saturday mornings? For me, it was always an opportunity to wake up extra early and enjoy the sense of freedom it provided. I think of taking a drive and listening to the radio and those certain songs that always remind me of Saturdays. Saturdays were an escape from school, work, and the have to tasks and instead provided the opportunity to do my own agenda. The excitement of waking up and wanting to capture the day and not letting it slip away. I wanted to pack in and plan activities and live life to the fullest. Saturdays provided that opportunity! Having more Saturdays sounds great and having Saturday be every day is a really great description of what retirement can be, and should be, where you wake up energized and excited to pursue your passions instead of working for the necessity of earning a paycheck but instead doing what you want to do every day.

Contact Us
 

Helpful Content

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

 

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

View all articles arrow

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Business Cycle

How will you weather the ups and downs of the business cycle?

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

View all videos arrow