Life Events

We can help you adjust

We have a lifetime of experience helping people in the community analyze their needs over time. From life insurance and annuities to pension planning and long-term care insurance, we can recommend products that work.

It's never too early to plan, and never too late to begin. Before, during, or after those major life events we all share, we have financial products and services that can help. Ask how we can help you manage your risks, improve your financial future, and live with peace of mind.

10 Life Events That Mean You Should Talk To Us:

  1. New job or career
  2. Marriage
  3. New home
  4. Starting a business
  5. New baby
  6. Death in the family
  7. Suddenly single
  8. Children entering college
  9. Empty nest
  10. Retirement

You may need insurance…or you may only need reassurance. Either way, it's smart to talk with an experienced, knowledgeable professional.

So why not talk to us? There's no cost or obligation. Simply click here.

Calculators

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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