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
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...
Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due to the added cost of day care and dependent health insurance, they decreased the amount they were saving for a house. And second, they agreed to review their life insurance needs. Pat’s sister suggested they buy $500,000 life insurance policies like she and her husband did when their child was born.

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