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Life, Retirement, Annuities, Disability, 401K, College Savings, Auto, Home, Business


Thanks for visiting our Web site. Our site is where you can learn more about the insurance and investment services you may need. We provide the tools you need to learn about the different types of policies and their benefits, costs, and limitations.

We believe that the best way to help you obtain the right services – at the best possible price – is to help you understand what you need to know about financial services.

Have you ever been curious about what a homeowners’ policy covers? Or whether auto insurance protects the extras you added to your car, like a stereo and alloy wheels? Our Learning Center has answers to questions like these, but it also offers so much more.

Want to find out how long it will take you to pay off that new car you’ve had your eye on? Have you ever wondered how much house you can afford? Check out our Calculators.

Are you curious about whether your new diamond jewelry is covered under an existing policy? Or whether the stuff in your garage is covered if your hot water heater bursts? Check out the Articles.

What’s the difference between comprehensive and collision coverage? See the Glossary.

Once you have an idea of the type of policy you need, visit the Quote Center. We’ll ask you for some simple information and then get back to you with some policy recommendations.

We want your insurance to work hard for you and your family. Let us help you find the right protection while giving you the peace of mind that comes with knowing you are covered.

Thanks for visiting our site. We look forward to working with you.

Helpful Content

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Understanding Long-Term Care

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

 

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

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Marriage changes everything, including your insurance needs.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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.

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Your Cash Flow Statement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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