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
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
View all articles 
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
View all calculators
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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?"
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?