"Make Your Money Count"

Welcome! We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement and estate planning, as well as wealth preservation. 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 finances. 

We’re here to be a resource to you. You’ll find a wealth of information on our site in the form of newsletters, calculators and research reports, in addition to easy access to market performance data.

We hope you will take advantage of our website 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.

We believe that the information provided here, along with getting to know who we are, will help you to see the value of working with skilled professionals to pursue your financial goals.

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Check out the background of this investment professional on FINRA's BrokerCheck.