Smart Money starts with Smart Choices

Protect yourself from costly myths and mistakes. Watching these free videos can give you the edge on retirement and college planning. Click on a button below to learn more:

I Want a Great Retirement I Want Savings on Education

Retirement Planning for a Secure Future

Planning for retirement can be complex. We understand. But it's vitally important to know where your retirement plan is leading you. Even if it's a "default" plan—meaning you're doing what you're doing now without an explicit retirement plan.

One of the great personal financial services we offer is a free look at where your current retirement savings path probably leads. Sometimes this is a first opinion, sometimes it's a second opinion. In either case, it's well worth your time to receive this valuable look into the your retirement future.

Retirement Planning

College Planning in Light of Other Financial Goals

Financing a college education can be a significant speed bump on the road to retirement. For this reason, we've added college planning to our services. We're certified in all of the latest details of the college funding world, and have an eye out for financial aid—and how to get more.

Because college selection is a large part of the college expense, we subscribe to databases that allow us to predict what it might cost to finance an education at those colleges on your student's "short list".

Most parents are surprised to discover the real answers.

College Planning