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  • What is my return on a whole life insurance policy?

    Use this calculator to to see what your payout, cash value, and dividends for a whole life insurance policy will be.

  • Life insurance needs and life stages

    Life Insurance : Is Now the Time?

    Your need for life insurance changes with the stages of your life, starting with no need when you're young, progressing to greater and greater need as you take on more and more responsibility, and finally beginning to diminish as you grow older.

  • Caring for Your Aging Parents

    Caring for your aging parents is something you hope you can handle when the time comes, but it's the last thing you want to think about.

  • How the New Healthcare Law Affects Your Finances

    Concerned about how the Affordable Care Act will affect you financially? Find out what you need to know about the new healthcare law.

  • Life Insurance at Various Life Stages

    Your need for life insurance changes as your life changes.

  • What is my return on a universal life insurance policy?

    Use this calculator to to see what your payout, cash value, and dividends for a universal life insurance policy will be.

Interested in our Products and Services?

The first time you meet with your advisor, bring copies of all financial documents that might help him create a picture of your financial situation: bank and brokerage statements, insurance policies, wills, a household budget and recent tax returns and any other documents that may be relevant.