plan your promise
Welcome. Our promise to you is this:
We will provide you with tools and resources to help you understand opportunities and potential rewards available when you take a proactive approach to your personal financial situation. We aim to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals. Because the way we look at it, working towards your financial goals helps you fulfill future promises to yourself and others. We want to help you plan your promise.
Newsletters
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HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
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New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
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HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
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Most Grocery Shoppers Aren’t Fooled by Shrinkflation
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.