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
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
View all articles 
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
View all calculators
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.