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Financial Planning Consultation:

Meet with our financial planning specialists at no charge. Whether you’re a conservative or aggressive investor, you’ll find a range of products and services to maximize your financial success.

Home Improvement Projects you Should Avoid

There are two questions you should consider when making your list of possible home improvement projects. Do you plan to sell your home soon? And, do you mind if project does not increase the value of your home? If you answered yes to either of these questions, you might want to cross these projects off your list. Read More »

It's a Bad Sign When Your Checking Account Comes with a Guide Book

When it comes to consumer complaints about banks, hidden fees are often at the top of the list. Ironically, banks actually can’t hide their checking account fees as they are required by law to disclose them to customers at account opening. Banks must also give customers advance notice anytime they change a fee. Read More »