Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Tell a friend
Do you know someone who is worried about retirement, has questions about their social security strategy or needs a written financial plan?
Our goal is to help people attain their financial dreams. If you know someone we may be able to help, please pass our information to them or give us a call today! 712-224-4651. We can schedule an appointment and see if we may be able to help them better prepare for their future.
How Income Taxes Work
A quick look at how federal income taxes work.
When Markets React
When markets shift, experienced investors stick to their strategy.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Understanding how capital gains are taxed may help you refine your investment strategies.
These food myths will really put a drain on your wallet.
One way to find money is to examine your current spending habits and eliminate money wasters.
Here are six flags that may make your tax return prime for an IRS audit.
Five phases to changing unhealthy behaviors.
Currency has been around for a long time. Here’s a quick history lesson.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you know how to set up your financial goals for success? This knight does.
Agent Jane Bond is on the case, cracking the code on bonds.
Even low inflation rates can pose a threat to investment returns.
Around the country, attitudes about retirement are shifting.
Make your retirement as exciting as your next vacation.
That big list of dreams and goals isn't the only way to look at your bucket list.