Life and Qualifying Member of the Million Dollar Round Table*

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.


We hope your visit will help you understand the opportunities that are available when you take a proactive approach to your personal financial situation or insurance needs.  We have created this  site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most 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 planning, We want to help you learn more about who we are, and to give you fast, easy access to market performance and 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.

 

* Members qualify for the Million Dollar Roundtable (MDRT) based on meeting a certain level of premium, commission or income during the year in addition to meeting ethical standards.  Life Membership is earned by meeting the qualifying requirements for 10 or more years.  This award is not representative of actual client experiences or outcomes, and is not indicative of any past, present, or future investment performance.