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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

A line chart with stacked bars showing quarterly U.S. real GDP growth from 1Q22 to 2Q25, with each bar breaking out contributions from consumption, investment, government spending, residential activity, net exports, and inventories to illustrate how each component drives fluctuations in overall GDP growth.

Chart of the Day

Chart of the Day: Components of GDP Growth

February 5, 2026

Today’s Chart of the Day comes from JP Morgan Asset Management and highlights the key components of GDP growth.

Stacked bar graph showing the value of various retirement assets from 2000 to Q! 2025.

Chart of the Day

Chart of the Day: Value of Retirement Assets

February 3, 2026

Today's Chart of the Day, from Arbor Data Science using data from Investment Company Institute, shows the value of the assets that make up the...

Bar graph showing percentage of various aspects of workplace tasks have been favorably impacted by the use of AI.

Chart of the Day

Chart of the Day: AI = Improved Productivity + Efficiency

January 29, 2026

Today's Chart of the Day comes from a Gallup poll and shows the positive impact of AI in the workplace.