News and Commentary

Founding Members

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We have dedicated this page to our dear friend and former colleague, Joe Watson.

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We have dedicated this page in memory of our dear friend and colleague, Gary Rooth.

Frequently Asked Questions

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We have listed just a few of our most commonly asked questions. If you have a question that is not found here or have a question on the answers included, please don't hesitate to contact us directly. Absolutely all questions are welcome!

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

October 17, 2024

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9 Considerations for 2024 Year-End Tax Planning

Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.

October 01, 2024

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Estate Planning for Procrastinators

While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.

September 03, 2024

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Using Life Insurance as a Retirement Planning Tool

Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.