Helping You Make
   Informed Decisions

Set Financial Goals – Establish long term goals and action plans to guide your spending, saving and investing decisions.

In retirement, with a little effort and initiative you have the time and flexibility to find great travel deals to fulfill your travel goals.

FDIC deposit insurance covers checking, savings, money market and Negotiable Order of Withdrawal (NOW) accounts as well as CD’s, cashier’s checks and money orders.

A portfolio that is well aligned with your risk profile helps you avoid emotional reactions to sudden changes in the market. Too much risk causes stress and worry that often results in the sale of stock mutual funds when they are down. The goal is to set an asset allocation that takes enough risk to meet your long-term goals, while giving you peace of mind to stay the course during rough market conditions.

Identity theft protection services cannot prevent identity theft, they monitor your personal information and alert you of any unusual or suspicious activity. There is no way to fully protect your identity, the information needed to compromise your finances is already out there.

Some indications that you might be dealing with a fraudulent investment include the promise of high returns with little or no risk and claims of historical performance that is overly consistent. It is not realistic to earn high returns without volatility and risk.