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Financial planning is not a destination, but a journey. Are you preparing for retirement? We can help you on your journey-at any age. Music City, USA!

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Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.

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Independent

We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Teamwork

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.

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TAXES, FINANCIAL PLANNING AND ACCOUNTING SERVICES

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We are fortunate to be able to work with individuals and small business owners on their tax, financial planning and accounting needs. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

This type of relationship frequently develops when we work with you on your taxes, or if you own your own business, when we help you with your accounting needs. We would be happy to meet with you to discuss your needs in these areas as well. Please note that the initial consultation is complimentary!

We’re here to help educate you about the basic concepts of taxes, financial management, and accounting services, to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Helpful Content

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

 

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Power of Compound Interest

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

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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