1351 Silhavy Road, Suite 300
Valparaiso, IN 46383

Telephone: 219.531.6900
Toll Free: 866.595.1386
Fax: 219.531.6944

Equipping you to grow your financial knowledge

Being a confident investor takes knowledge and resources. To help, we’ve assembled a collection of newsletters, expert commentary and tools we hope you’ll use to expand your investment knowledge horizons. We invite you to bookmark this page and check back often for updates.


Market Commentary


Loan Calculators

Retirement Savings and Planning

Savings and Investment Calculators

Insurance Calculators

Personal Finance

Tax Calculators