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



BUT FIRST:  Take the The American College Retirement Income Literacy Quiz:  http://retirement.theamericancollege.edu/retirement-101/retirement-income-literacy-quiz

The American College surveyed 1,109 Americans who were 60 to 75 years old with at least $100,000 in investable assets.  Only 20% passet the test with 60%, and the average score was only 42%.   Don't be in the drk about your end game as you seek to maximize your prime years and head into the comfortable years that you are working so hard every day to achieve.  This is a good way to assess your own knowledge of financial retirement income issues.  We are here to work with you to build your personal retirement strategy.

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 insurance, investing, retirement, estate planning, and wealth preservation. Most important, 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 wouldn't want you to miss any developments in the area of personal finance.