Life Events

We can help you adjust

We have a lifetime of experience helping people in the community analyze their needs over time. From life insurance and annuities to pension planning and long-term care insurance, we can recommend products that work.

It's never too early to plan, and never too late to begin. Before, during, or after those major life events we all share, we have financial products and services that can help. Ask how we can help you manage your risks, improve your financial future, and live with peace of mind.

10 Life Events That Mean You Should Talk To Us:

  1. New job or career
  2. Marriage
  3. New home
  4. Starting a business
  5. New baby
  6. Death in the family
  7. Suddenly single
  8. Children entering college
  9. Empty nest
  10. Retirement

You may need insurance…or you may only need reassurance. Either way, it's smart to talk with an experienced, knowledgeable professional.

So why not talk to us? There's no cost or obligation. Simply click here.

Calculators

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Life Insurance

    How much Life Insurance do I need?

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Newsletters

  • SRI Investing: Not Just for Stocks

    Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.

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