Home

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Learn More

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Learn More

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Learn More

Saving for College 101

Here's a crash course on saving for college.

Learn More

Our Mission

Calculate Your Risk Score

Riskalyze quantifies the semantics of our industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number, a number between 1 and 99 that pinpoints your exact comfort zone for downside risk and potential upside gain. It then helps us build an investment strategy that matches your Risk Number and chart a clearly defined path to your goals.

FIND YOUR RISK SCORE

What We’re All About

This is what we do...

We work all our lives to provide for ourselves and family and while doing so hope to save up enough to one day be able to say "I'm retired!" Along the way, there are risks that need to be accounted for and protected against: the risk of dying early, becoming disabled, sustaining a loss or damage to our major assets, needing advanced care from a nursing home or seeking care inside the home. This is what insurance is for. It provides a level of protection to us as we travel down our path in life. We are here to help you navigate down your path.

With over 13 years of experience in the financial services industry, we feel that we can be of great service to you. Being an independent agency, we have the ability to access several companies for your needs which allows us to offer you great rates on the solutions we find for your particular needs!

Our mission, in accordance with our Christian faith, is to "serve one another, humbly in love" as Galatians 5:13 states. We look forward to the opportunity to serve you!

We Do Hygge