Site Map

Home

• Contact Us
• Our Mission & Pledge
• Areas of Service
• Our Asset Management Process
• Our Location
• Tell A Friend
• Our Story

Associates

• Craig R. Howard, CFP®, AAMS®, AIF®
• Jim S. Forbis, CLU®, ChFC®, AIF®, CSA®, CAP®
• Karen Singleton
• Rachele Anderson

Learning Center

Calculators

• Loan Payoff
• Home Affordability
• Mortgage Refinancing
• Mortgage Acceleration
• Credit Card Debt
• Lease Payment
• Car Affordability
• Estate Taxes
• Cost of Retirement
• Required Minimum Distributions
• Impact of Inflation
• Retirement Plan Early Distribution
• Retirement Portfolio Lifespan
• Federal Income Tax
• Tax-Deferred Savings
• IRA Eligibility
• Roth IRA Conversion
• College Funding
• Savings Goals
• Savings Accumulation
• Taxable Equivalent Yield
• Cash Flow Analysis
• Net Worth
• Lifetime Earnings
• Life Insurance
• Life Expectancy
• Long-Term Care Self Insurance
• LTCI Cost of Waiting
• Disability Income Insurance

Flipbooks

• Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow

Newsletters

Research Articles

Videos

Glossary

Quote Requests

• Annuity
• Long-Term Care Insurance
• Group Health
• Life Insurance
• Individual Health
• Disability Income Insurance
• 401(k) Information Request
• Information Request