Our Why

Helping you Lead a Life of Greater Financial Security and Personal Success

 

Investments

Investments play a key role in your financial security plan. A diversified portfolio that closely matches an investor’s financial profile and tolerance for risk is essential to a achieving financial freedom.

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

Retirement Planning

Retirement planning today has taken on many new dimensions. Let us review your old 401(k) and show you the benefits of rolling it into an IRA.

Our Team

Latest Blog Posts

Cory Sims |
Categories
Health insurance used to be a fairly simple process. But today, whether obtaining health insurance privately or through an employer, we’re being offered a variety of insurance plans with varying benefit levels, making the choice more difficult. Before you enroll in another health insurance plan, here are some common terms you need to know – and understand: Co-Insurance – Co-insurance is the amount that you are responsible for out-of-pocket. Most plans have levels such as...
Cory Sims |
Categories
Almost any large nonprofit organization has a planned giving department that will guide you through the maze of giving options available. While planned giving can be very beneficial – and profitable for organizations, it’s also an effective way for you to realize significant tax benefits, have income provided, and be assured that the organization or charity that you’ve supported for years will continue to be provided for in the future. Navigating through the various planned...
Cory Sims |
Categories
Credit Management in the 21st Century In today’s world, good credit is a necessity. Today, our credit score affects much more than our ability to buy a house or finance a car. Our credit score can also affect our insurance premium, our ability to rent an apartment, and even our ability to get a job. Consumer FICO scores are calculated using the information found in your credit report, including the number of open accounts, how...

We are long-term owners of businesses, as opposed to speculators on the near-term trend of stock prices.