Welcome to our website

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Newsletters
-
Small Businesses Should Prepare for Stronger Tax Enforcement
The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.
-
How Life Insurance Could Help Mitigate Taxes in Retirement
A permanent life policy can be used to help supplement retirement income, pay for long-term care services, or leave a tax-free legacy.
-
ETFs Are Gaining on Mutual Funds: Here’s Why
Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
-
Balancing Stocks and Bonds in One Fund
Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
Calculators
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.