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
Debt Stress
There’s a link between debt and stress.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
View all articles 
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
View all presentations
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Saving for College 101
Here’s a crash course on saving for college.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Emerging Market Opportunities
What are your options for investing in emerging markets?