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Helping you chart a course for financial security.

We work with a variety of companies and organizations in the financial and insurance industry. Through these interactions, we have curated a library of resources we believe you may find beneficial.

> Family Resource Guide
This guide covers many topics such as where to find important documents, who should care for loved ones, and who you want to handle decisions if you become incapacitated.

>Life Insurance Worksheet
This worksheet provides a general sense of how much life insurance you need to protect your family.

> Life Insurance Buyer’s Guide
This document provides an overview of life insurance and what you should consider prior to purchasing it.

> Life Insurance Underwriting
An overview of the life insurance underwriting process if you apply for insurance.

> Insurance Examinations
How to prepare if you need to have a medical exam for your life insurance application.

> 2020 Baby Boomer’s Guide to Social Security
Understanding the full scope of Social Security retirement benefits.

>Medicare & You 2021
Understanding the ins and outs of Medicare.

> Long-Term Care Buyer’s Guide
Guide to help you understand long-term care and the insurance options that can help you pay for it.

> Savings Calculator
Use these calculators to see how your money can grow over time and help you meet some of your biggest savings goals.

>Set Your Financial Goals
Just as in other aspects of your life, setting
financial goals is a tried-and-true way to reach those goals. 

> Know Your Net Worth
Creating a net worth statement, and updating
it each year, will help you monitor your
financial progress and meet financial goals. 

> Control Your Spending
Calculating your monthly cash flow will help you evaluate your present financial status, so you know where you stand financially as you prepare to invest. 

> Manage Your Debt
As you prepare to invest, take stock of your
current debts, and learn how to manage them.

> Understand Your Credit Score
Each individual has his or her own credit score but many people do not know about the credit scoring system and how it impacts them. 

> Start an Emergency Fund
If something unexpected happens to you, having the money you need to pay your bills will help to keep you out of debt. 

> Retirement Estimator
This estimator gives you a benefit amount based on your actual Social Security earnings record.

> Life Insurance Estimator
This estimator provides a quick and simple method to estimate the amount of life insurance you will need.

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Interested in a topic not addressed?

We have a vast library of financial resources. Please let us know if you would like to see information on a particular topic: