Financial Services since 1972

IMPORTANT NOTICE: Please See COVID 19 Announcement in About us menu.

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports and links to other sites of interest as you consider Financial Management for a successful future.

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, and find directions to build a firm financial foundation for your future .

We're here to help educate you about the basic concepts of the financial management process; to help you learn more about who we are; and to give you fast, easy access to market performance data ( click Market Watch above). 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.

NOTE: To register to access your account information go to:  ( use temporary password; BROCK76, to initiate access)