Executive Benefit Solutions

"We provide unique benefit solutions to business owners and executives that allow them to recruit, retain, and reward themselves and their key employees!"

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 23,430.33 + 0.31
Nasdaq Composite 6,790.71 + 0.12

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Social Media Marketing Strategies

Social media is a convenient way for a small business to build customer relationships and gain market exposure.

In or Out of the Nest? Helping Adult Children

Helping young people transition to adult financial responsibilities without making it difficult for parents to pursue their own financial goals.

The State of State Pensions

A look at some of the challenges facing state pension funds and steps that might help improve the long-term outlook.

HOT TOPIC: After the Storms: The Economic Impact of Harvey and Irma

The potential economic impact of Hurricanes Harvey and Irma on a local and national level.

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  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck