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Plan Today. Protect Tomorrow. Attend an Educational Estate-Planning Seminar

Enjoying a secure financial future all comes down to making mindful decisions today.

We get to know you and your dreams before pursuing your financial goals together. Then we help you secure your future by fitting our investment services to your needs. We’ll help you understand all the options available to you for managing your personal, family or business finances.

No matter what your personal or business goals may be, we are here to help:

Retirement Planning
Education Planning
Mutual Funds
Tax Deferred Annuities
Life Insurance
Stocks and Bonds
401(k) Rollover and IRAs
Long Term Care Insurance
Building Wealth

Chart of the Day: How Much to Save

Chart of the Day: How Much to Save

December 9, 2025

Today’s Chart of the Day from @PeterMallouk is a good one to share with the friends and family who are still working and saving.

Line graph showing the percentage of Americans that consume alcoholic beverages, from 1940 to present.

Chart of the Day

Chart of the Day: Lowest Ever Alcohol Consumption

December 4, 2025

Today’s Chart of the Day is from Gallop and shows the share of Americans that drink alcohol since 1940.

Line graph showing ages of all home buyers (red), repeat buyers (green), and first-time buyers (yellow) from 1980 to present.

Chart of the Day

Chart of the Day: First-Time Home Buyers Are Holding Off

December 2, 2025

Today’s Chart of the Day is from Axios Visuals with data from the National Association of Realtors.