Broker Check

Company Name - City, State

Envision Your Lifestyle.  Let us design your wealth plan. Complexities Made Simple Customized Investment Portfolios Pure Wealth Process™

Wealth Planning

Comprehensive services for financial and estate planning, wealth management and insurance planning.

Learn More

Corporate Services

Complete source for 401(k) services, executive benefits, business succession planning and more.

Learn More

Our Approach

Your money is too important to set it and leave it. Many times we find various investment and insurance products that have been collected over time with no clear purpose.

Learn More

Helpful Content

Medicare vs. Medicaid

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Comparing Mortgage Terms

Comparing Mortgage Terms

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

 

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

View all articles arrow

Comparing Investments

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

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

View all calculators arrow

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Emerging Market Opportunities

What are your options for investing in emerging markets?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

View all videos arrow