Broker Check

2838 Hillcreek Drive Suite B
Augusta, GA 30909

Call Us: 706-434-8113

We provide leadership Our relationship We provide the creativity Through leadership, relationship, and creativity,

Helpful Content

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

An Arm and a Leg

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The History of Retirement

The History of Retirement

Do you know where the idea of “retirement” comes from?

 

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

View all articles arrow

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

View all calculators arrow

5 Smart Investing Principles

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

View all videos arrow