Broker Check

Everyone has financial questions.

Setting yourself up to meet your financial potential means getting answers from a trusted resource.  Navigating the answers to your questions may be as simple as using the calculators below, but if a more in depth conversation is required, we would be honored to be your next step to help put your plans into action and your goals into reality.

How much life insurance do I need?

This is another potentially complex answer and one that will dictate your options to some extent. Think about it this way: If you pass away, how much money will your family need to help meet their immediate and long-term needs, now and in the future.


How much should I save for retirement?

It’s never too early or too late to start thinking about your retirement. Your current income, retirement savings, and the age you plan to retire are just some of the factors to consider. It can feel overwhelming, but it doesn’t have to be. 


How much disability income insurance do I need?

At minimum, your disability income insurance should cover your necessary living expenses. However, it is recommended you work with a financial professional who can help you determine an appropriate amount of coverage.


How much do I need to save for college?

No matter how old your child is, it’s never too late, or too early to start saving. You’ve probably already decided that saving for college is an important goal, but what does this look like for your family.


If you would like to start a conversation. Please allow us to contact you or call our office at 615.309.6307.

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