Resources

Take control of these issues and more. On this page you’ll find links to resources for your financial future.

Not Sure Where To Start?

If you have not previously worked with one of the agents below, you can schedule a call and we’ll have a specialist contact you.

Are you on track for retirement?

Try our retirement calculator to see if you're retirement-ready.

Are you looking for our partners?

View our vendor list to see if you're eligible for our services.

Are you looking for latest news?

Check out our blog for retirement news and investment ideas.

Life Insurance Calculator

Most of us give little thought to life expectancy and think of life insurance as a way to provide for our families if we die prematurely. What are your life insurance needs? Do you have proper coverage? Find out today!

Retirement Calculator

Our retirement planning calculators can help you test your assumptions about the future.

I’m retired, How long will my savings last?

Due to increasing life expectancies, many are running into the problem of outlasting their savings. Use this calculator to help determine when your retirement savings account may be depleted given a specified monthly income target. You may currently be in receipt of a company pension or other fixed income such as Social Security to help supplement your retirement savings account.

Our Partner Network

Home is behind, the world ahead and there are many paths to tread through shadows to the edge, world ahead and there are.

Capital Loan Associates - Mortgage Partner

Our team of experts will be with you every step of the way to help with any questions or concerns that you may have. We provide great mortgage solutions for home buyers in California, Hawaii, Arizona, Texas and Florida. Our mortgage loan products include fixed-rate mortgages, adjustable-rate mortgages, veteran’s loans, vacation home and investment property loans, reverse mortgages and more. At Capital Loan Associates, we know you have choices and we take every step to assure you have made the right decision.

National Life Group – Annuity and Life Insurance Partner

At National Life Group, we are a mission-driven and purposed-filled business. For us, the cause of what we do is as important as the products we sell.

And our cause is a very simple one, directed at the people who live and work on America’s Main Streets: To Do good in our communities and with the individual families we serve.

For 170 years, we have aimed to keep our promises to provide families stability in good times and in bad. And throughout that history, we have provided peace of mind to those families as they plan their futures.

Great American Insurance Group – Annuity and Life Insurance Partner

Great American understands the importance of choosing a financially strong company. Our member companies are built for the long term, committed to giving you the peace of mind you deserve. Since our inception, we have grown with each generation, carrying into the 21st century a proud heritage of business with integrity.

For nearly 150 years, customers have trusted us to protect what matters most to them. Our innovative and specialized insurance solutions are designed to serve niche marketplaces that we know well. With our deep expertise and substantial financial strength, we have laid a foundation of success that has stood the test of time.

Allianz – Annuity and Life Insurance Partner

Our ambition is to accompany you in life – giving you everything you need to have the courage to go forward. We offer our 92 million customers in more than 70 countries a wide range of products, services, and solutions in insurance and asset management.

Start Your Financial Future

We would love the opportunity to be your trusted advisor. Get in touch with us today to get started!