Understanding You First
How did you get to where you are? Where would you like to go? What keeps you up at night? What makes you happy? How do you describe success? How do you make choices? What are your biggest challenges?
To best serve you, we must first understand you. We strive to understand you holistically, as a human being. Finances represent just one aspect of your greater self and that greater self is not a number. At Financial Dimension, we believe that until we understand you, nothing we do will make any cents.Meet the Team Our Philosophy Financial Concepts
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Don't let procrastination keep you from pursuing your financial dreams and goals.
A quick look at how federal income taxes work.
Do you have an estate strategy? You should.
Don’t overlook the need for renter’s insurance if you rent your home.
Retirees traveling abroad need to know that their health insurance travels with them.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
With alternative investments, it’s critical to sort through the complexity.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are hundreds of ETFs available. Should you invest in them?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?