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

Production of the U.S. penny has officially ended. Learn what this means for you.

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

Bar chart highlighting the reduction in the risk of death after age 40 when adopting one or more healthy lifestyle changes.

Chart of the Day

Chart of the Day: Lifestyle Changes for Longevity

February 19, 2026

Today's Chart of the Day from Statista highlights how everyday habits can meaningfully influence longevity, especially after age 40.

Map of the United States, with each state colored based on the percentage of change in its available housing, as compared to pre-pandemic levels. The deeper the green, the larger the surplus and the darker the brown, the greater the decrease in available housing.

Chart of the Day

Chart of the Day: Housing Inventory

February 17, 2026

Today's Chart of the day from ResiClub illustrates how today’s housing inventory compares with pre‑covid levels.

Line graph with blue line highlighting the average US retail gas price from 1995 to present.

Chart of the Day

Chart of the Day: Average US Retail Gas Price

February 12, 2026

Today’s Chart of the Day from @CharlieBilello shows the trend of US retail gas prices. Down 43% from the 2022 peak, prices are falling close to a...