As you have loyally served us, we are here to loyally serve you.
We are a local team of financial professionals devoted to serving the men and women who protect our communities.
On this site you will find a slew of free, significant resources, along with more about us and how we can serve you. We’re happy you’re here.
Checklists & Guides
Need a tax checklist on how to optimize your tax deductions as an officer? Or how about a guide to help you successfully plan your finances for retirement? We have all this and more at your disposal on our resources page.
Meeting Q&A
Wondering what a meeting with us entails? Click here to see how we have our first one — everything from what we’ll want to see prior to the meeting to evaluate your situation, to the details of what we cover during the meeting, and what our final objectives will be at the end when we begin to build your plan.
457/401(k) Retirement Calculator
Unclear on what your personal numbers are for your 457/401(k) retirement plan? Use this interactive calculator to get a very close estimate.