Welcome to our Web site, where you'll find a wealth of information about our capabilities and how we can help you reach your financial goals. In addition, our site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, and more.  We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.  We created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth reservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.  We're here to help educate you about the basic concepts of investment planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.  We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of favorites" on your Internet browser. We frequently update our information and would like your input, send us an email with your comments and suggestions.  
 
 

  

 

Click here to Schedule an Appointment:


 

Click here for Weekly & Monthly Market Commentary & Market Headlines:


 

Visit the Market Commentary Link on the left for more related articles:Stock market faces important test

 

 

In Loving Memory of William D. Jenkins

Investing and event risk I

 

 

 

 

 

 

 

 

 

The State of State Pensions

A look at some of the challenges facing state pension funds and steps that might help improve the long-term outlook.

Demographic Dilemma

Some economists believe shifting demographics may be the primary reason GDP growth has been weak versus past recoveries.

Do You Need Disability Insurance

An individual disability income policy could provide much-needed income in the event of an accident or illness.

Bracing for Higher Rates

Bond laddering is a time-tested strategy that can help manage interest rate risk.

More Newsletters →

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals