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
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.