1207 South White Chapel Boulevard
The Personal Economic Model
The Personal Economic Model is used to visually communicate how money works and the impact of every financial decision.
Paying for your Child’s College Education
The objective is to pay with as little out-of-pocket as possible.
Watch this video to learn the right approach.
Are you Ready for Retirement?
Building Wealth involves understanding some basic concepts.
Watch the video to learn about these key concepts.
Club v. Swing
In golf the key to success is learning the swing not the club.
Watch the video, the key to financial success is process not product.
A 10 Minute Lesson on Life Insurance.
Life insurance is valuable financial tool.
Watch this video to learn how insurance really works.
We create financial strategies tailored to your goals
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.