Financial Planning
We are able to assist you with your financial needs at any level. We have a flexible, yet powerful service offering that removes much of the administrative ...
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Personal Wealth Mgmt
Personal wealth comes in many ways. Whether it be an inheritance, a one-time financial event, insurance proceeds or the gradual, hard-earned process of ...
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Tax Planning
The tax code is complex and it affects all areas of your financial life. As a Certified Public Accountant, our firm principal, Scott Draper, is experienced and ...
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Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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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.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.