Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
You Deserve a unique Financial Strategy
Every individual is unique, and so should be your financial strategy. Given the diversity in careers, life paths, and goals, personalized financial advice is essential. We aim to simplify complex financial concepts and provide a level of service that is exceptional in the financial industry.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
U.S. Personal Savings Rate
What can be learned from the savings rate?
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Jeffrey Staley, CFP®, APMA™
Wealth Advisor
John Nixon
Wealth Advisor
Meghan Pettry
Practice Manager
Melodi Irving
Client Service Specialist