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
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?