HomeFinancial Guides and Calculators

Financial Guides and Calculators

Retirement Planning The guidance, tools, and services necessary to prepare for retirement Learn More Financial Security Income strategies to maintain your lifestyle in retirement Learn More Insurance Reviews Life can change – the birth of a child, the loss of a job, or the death of a loved one Learn More Investing for Growth Achieve your financial goals: retirement, paying college, or providing for your family Learn More Timing Is Everything Learn how to maximize your Social Security benefits Learn More Fixed Index Annuities Generate a reliable stream of income or increase your current savings Learn More
Life Insurance
Protect your family from the financial consequences of major life events Learn More Tax Planning Understand how tax strategies are used to manage your tax bill Learn More Long-Term Care A long life greatly increases the likelihood you’ll require long-term health care Learn More Educational Courses Raise your financial literacy to make better decisions about retirement Learn More WorryFree Retirement Dedicated to helping Savers worry less about money Learn More ® ®

Click on the areas of interest below to gain insight for financial decisions. Print them out if you wish.

Free Life Guides

Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the one that you need and we’ll send you a copy.

Financial Concepts

Income Protection

Retirement

 

Education Strategies

 

Charitable

 

Life Insurance

Estate



Wealth Strategies

Business Strategies

Small Business Ownership

Employee Benefits

For Use with Employers:

For Use with Employees:

Business Continuation

Business Protection

Executive Benefits

Financial Worksheets

The worksheets that follow can be used to help put your “financial house” in order, as well as to help ease the burden of uncertainty that most families experience after the death of a loved one.

The “fillable” Financial Worksheets can be completed in the Acrobat Reader, either online or offline, and saved. NOTE: You must have Acrobat Reader version 8 or later in order to save the “fillable” forms (click here to download the most current version of the Reader). In completing the “fillable” forms, enter whole numbers only and do not enter commas. Be sure to contact my office if I can assist you with any of the planning needs covered by these worksheets

Financial Calculators

These handy financial calculators cover areas of interest ranging from savings goals, to paying off credit card debt, getting your home budget in order and reviewing insurance needs, to getting a handle on your retirement situation. Be sure to contact my office if you’d like to discuss any of the financial needs covered by these calculators.

Inspiration

Quotes and articles help your attitude or as “food for thought.”

 

Get in Touch

 

Retirement Planning The guidance, tools, and services necessary to prepare for retirement Learn More Financial Security Income strategies to maintain your lifestyle in retirement Learn More Insurance Reviews Life can change – the birth of a child, the loss of a job, or the death of a loved one Learn More Investing for Growth Achieve your financial goals: retirement, paying college, or providing for your family Learn More Timing Is Everything Learn how to maximize your Social Security benefits Learn More Fixed Index Annuities Generate a reliable stream of income or increase your current savings Learn More
Life Insurance
Protect your family from the financial consequences of major life events Learn More Tax Planning Understand how tax strategies are used to manage your tax bill Learn More Long-Term Care A long life greatly increases the likelihood you’ll require long-term health care Learn More Educational Courses Raise your financial literacy to make better decisions about retirement Learn More WorryFree Retirement Dedicated to helping Savers worry less about money Learn More ® ®

Click on the areas of interest below to gain insight for financial decisions. Print them out if you wish.

Free Life Guides

Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the one that you need and we’ll send you a copy.

Financial Concepts

Income Protection

Retirement

 

Education Strategies

 

Charitable

 

Life Insurance

Estate



Wealth Strategies

Business Strategies

Small Business Ownership

Employee Benefits

For Use with Employers:

For Use with Employees:

Business Continuation

Business Protection

Executive Benefits

Financial Worksheets

The worksheets that follow can be used to help put your “financial house” in order, as well as to help ease the burden of uncertainty that most families experience after the death of a loved one.

The “fillable” Financial Worksheets can be completed in the Acrobat Reader, either online or offline, and saved. NOTE: You must have Acrobat Reader version 8 or later in order to save the “fillable” forms (click here to download the most current version of the Reader). In completing the “fillable” forms, enter whole numbers only and do not enter commas. Be sure to contact my office if I can assist you with any of the planning needs covered by these worksheets

Financial Calculators

These handy financial calculators cover areas of interest ranging from savings goals, to paying off credit card debt, getting your home budget in order and reviewing insurance needs, to getting a handle on your retirement situation. Be sure to contact my office if you’d like to discuss any of the financial needs covered by these calculators.

Inspiration

Quotes and articles help your attitude or as “food for thought.”

 

Get in Touch