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
Helpful Content
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?