Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for and meet their financial goals. If you are looking for an investment professional to provide education for your company’s retirement or pension plan, you have come to the right place. If you are a successful individual looking for a financial professional, you are in the right place. We appreciate your visit.
- Cookie Walden
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Term insurance is the simplest form of life insurance. Here's how it works.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
A quick look at how federal income taxes work.
For many, retirement includes contributing their time and talents to an organization in need.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A special needs trust helps care for a special needs child when you’re gone.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
When do you need a will? The answer is easy: Right Now.
There are a few things to consider when buying or leasing your next vehicle.
Making the most of surprises is a great reason to work with us.