Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!
Call Us Call Us

Stay abreast of the stories and headlines that impact you.

The latest financial media

Latest Stories



Our firm provides links to third-party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by our firm of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Markets

Data provided and updated every 15 minutes by Yahoo/Google Finance


Talk to your financial professional and your tax advisor about how Social Security benefits can fit into a complete retirement income strategy. Financial professionals are able to provide you with information but not guidance or advice related to Social Security benefits. We are not affiliated with the U.S. government or any governmental agency.

These financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results, nor do they represent the performance of any specific investment or product.

We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

Consumer Guide
View our consumer’s guide
to retirement planning


Free Report
Receive the
"Annuity Owner’s Manual"


Advisor Forever
Check out Roger Rekate,
CPA’s new book

Get your free portfolio risk analysis:

Investment advisory services provided by Advisory One, LLC, a registered investment adviser. Insurance services provided by Daring to Dream, Inc. d/b/a “Advisor Ink Financial”. CPA planning services by Advisor Solutions, LLC.

*Guarantees provided by insurance products are backed by the claimspaying ability of the issuing carrier.

** The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.