Families

Family is an important consideration in most financial plans. From getting married, starting a family and planning for a child’s education, to losing a loved one, divorce or taking care of an elderly parent, it’s important to plan ahead for both the expected and unexpected, in order to protect yourself and your loved ones.

We’ll help you to look at your current situation, set realistic goals and put the right plan in place. And as your life changes, we’ll be here to help you readjust and move forward with a financial strategy designed to meet your current and future needs. To us, each situation presents a challenge and an opportunity to make smart, pragmatic financial decisions.

Services Include:

403(b) Savings Calculator

403(b) plans are only available for employees of certain nonprofit tax-exempt organizations: 501c(3) corps, including colleges, universities, schools, hospitals, etc. If you are an employee of one of ...
Retirement

Compound Interest and Your Return

How interest is calculated can greatly affect your savings. The more often interest is compounded, or added to your account, the more you earn. This calculator demonstrates how compounding can affect ...
Savings & Investments