You Deserve Your Own Financial Strategy
No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
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When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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John R. Engh, MBA, CFP®
Managing Partner
Jim Duke
Managing Partner