We're here to help you to preserve, protect, and build wealth.
Welcome to our website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
I 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 behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with experienced professionals to pursue your financial goals. I'm 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. I 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. I frequently update our information, and wouldn’t want you to miss any developments in the area of personal finance.
Newsletters
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Lease Payment
How much would your monthly lease payment be?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.