Welcome!
We're happy to have you visit our team website.
The goal that our team sets to pursue with each and every client is to be your partner as you travel down your financial path. Finding your best financial path can be, and often is, a very complicated process that can present challenges to even the savviest individuals. That is where our team comes in. Collectively, we bring over 100 years of experience in assisting individuals and businesses as they navigate through the questions and challenges that come about in all stages of life and business. We consider it our mission to not only help you in pursuing your goals, but also to attempt to ensure that you do not fall into some of the financial pitfalls that become present along the way.
Please look through our website (or team brochure by clicking here) and give us a call to schedule an appointment at (219) 661-4423.
Newsletters
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HOT TOPIC: Pandemic Relief Measures and Your Tax Return
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
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Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
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Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Lease Payment
How much would your monthly lease payment be?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.