Why Us?

When was last time you reviewed your overall goals, wants and wishes.
Start your PlanListen to our latest radio show via podcast on the WOKV 104.5 website. Topics include: estate planning - retirement planning - investments
Listen Now!This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.
Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.