Prepare, Pursue, Protect. Serving your insurance and financial needs since 1991.

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research 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. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
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Newsletters
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Adjusting Your Tax Withholding
Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.
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Famous People Who Died Without Proper Planning
Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.
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Consider a Bond Ladder for Rising Interest Rates
A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.
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Retirement Savings in a Volatile Market
Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?