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  • Help Ensure Smooth Sailing by Being Properly Protected

    From our subsidiary Broadview Insurance Agency: Boat insurance covers loss or damage to your boat and helps protect you financially for injuries or damage caused by covered mishaps.

  • Education

    Read Broadview Insurance Agency's blog.

  • Plan

    Protect your financial security and personal wellbeing and leave confusing, time-consuming insurance shopping behind.

  • Show Loved Ones You Care This Valentine's Day With An Updated Estate Plan

    Hopefully, you’re planning to give all of your loved ones plenty of affection this Valentine's Day. But what if you weren’t around? To make sure everyone is fully protected when you’re gone, you need an estate plan. This year, show everyone you care by making sure your plan is fully updated. Check out these tips to do this task properly.

  • Fixed Annuities

    From our subsidiary Broadview Insurance Agency: Like a Share Certificate, fixed rate annuities provide a fixed rate of return, however, fixed annuities grow tax deferred for retirement benefits. 

  • Four Ways to Improve Your Financial Literacy

    Personal finance is an important area of knowledge—but it's not always taught in schools. Read on for four tips and tricks that may significantly improve your financial literacy.

  • Testimonials

    From our subsidiary Broadview Insurance Agency: Hear what our customers have to say!

  • Hit the Road In An RV

    From our subsidiary Broadview Insurance Agency: Here’s what you need to know if you are considering hitting the road in an RV.

  • Caring For Your Family Members While Preparing For Retirement

    The newest generation of upcoming retirees is facing a more unique and prominent dilemma than past generations have experienced: caring for family members at the same time they’re preparing for retirement.

  • Ron Bender

    Check the background of investment professionals associated with this site on FINRA’s Broker Check.

  • A Financial Checklist for Life-Changing Events

    When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning.

  • Term Life

    From our subsidiary Broadview Insurance Agency: Fast, easy, and 100% digital, life insurance through our partner Ladder.

  • Death and Taxes: What to Know About Estate and Inheritance Taxes

    There are only two things in life you can count on happening at some point--death and taxes.

  • Aging with Financial Security: Practical Steps for Planning Your Parents' Finances

    There are often red flags you may notice that indicate your parents have reached a point where they need help with their finances

  • From Assets to Legacies: A Guide to Thoughtful and Impactful Giving

    For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, their wealth comes with the ability to create significant change.

  • 5 Homeowner Estate Planning Tips to Consider

    Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little easier knowing you have an estate plan in place. While an estate plan is personalized to the wants and needs of each person, here are a few tips to help anyone get started.

  • An Introduction to Estate Planning for the Sandwich Generation

    For members of the "Sandwich Generation"—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate planning may seem like a low priority. After all, when you're juggling multiple caregiving responsibilities daily, sitting down to draft a will is easy to put off.

  • An Essential Guide to Estate Planning Preparedness

    If you have not begun to prepare an estate plan, or if your estate planning efforts have stalled, what can you do to get back on track? Here are seven crucial steps to take when planning your estate.

  • Ringing in the New Year in Your Golden Years

    Whether you are just entering your golden years or are already several years in, setting goals to stay on track and maintain your health, happiness, and finances is essential.

  • Worried About Your Financial Health? It May Be Time For A Checkup

    Consider these seven steps that you can take to assist you in evaluating where you stand financially and to help you determine a reasonable course of action to plan for the future.