"We go to WORK, so you can RETIRE!"

Workshops/Seminars  

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. Please feel free to CLICK on the BBB logo to view our firm's BBB reliability report.



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 investments, insurance, retirement, estate positioning, and wealth preservation. More importantly, 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 would not want you to miss any developments in the area of personal finance.

- If a business has been accredited by BBB, it means BBB has determined that the business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review / monitoring and for support of BBB services to the public. BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services. Businesses are under no obligation to seek BBB accreditation.