...Where You Matter Most

 Welcome to our Website, where you’ll find a wealth of information about us and financial concepts, strategies and tools in general. In our "Learning Center" you'll find:  newsletters, retirement and investment articles, financial and retirement calculators, entertaining and educational mini-seminars and much, much more. So, take some time and explore!


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 Website to help you gain a better understanding of the financial concepts and stratgies behind insurance, investing, retirement, estate planning, and wealth protection. 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 and retirement income planning.