Independence & Integrity Since 1984


You will find a wealth of information in the form of newsletter articles, calculators, and research reports, performance reports, and risk analysis reports.

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 with the assistance of an Independent Registered Investment Advisor.

This Web site was designed to help you gain a better understanding of the financial concepts behind  investing, retirement planning, estate planning, wealth preservation, and Long Term Care Planning.

Most importantly, we hope you see the value of working with skilled professionals who are registered investment advisors and who cannot receive commissions from any investment products which you may consider for an investment. Instead of commissions, an hourly or annual advisor fee is charged so that an unbiased, objective recommendation is made for your needs.

We're here to help educate you about the basic concepts of financial management and risk management; to help you learn more about who we are; and to give you fast, easy access to market performance data.

Existing clients can review their accounts, and account performance, through an integrated web portal from an Independent Third Party comparing short term and long term performance versus risk adjusted benchmarks that fulfill your established risk parameters and the asset allocation models most appropriate for these risk parameters.

The client performance portal is updated daily by the Independent Third Party.

We hope you take advantage of these resource and visit us often.

Be sure to add our site to your list of "favorites" in your Internet browser.

We frequently update other information, and we would not want you to miss any developments in the area of personal finance.