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
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.