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
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Surprises
Making the most of surprises is a great reason to work with us.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.