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.  
 
 

  

 

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In Loving Memory of William D. Jenkins

Investing and event risk I

 

 

 

 

 

 

 

 

 

Making Sense of Beneficiary Designations

How beneficiary designations, per stirpes and per capita, could affect the division of assets to children and grandchildren.

Interested in Interest Rates?

With interest rates expected to keep rising here is a short quiz to test one’s interest rate knowledge.

Why You Need a Will…Even If You’re Not a Prince

A will and personal property memorandum give heirs a clear indication of specific assets you want to bequeath.

Indexed Annuities

The benefits and risks of indexed annuities, including ways in which return rates are calculated.

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