Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We are members of SOFA, The Society For Financial Awareness a 501(c)(3) nonprofit. SOFA has a commitment to enlighten the public through financial literacy programs and education. SOFA will empower and embolden individuals to find confidence and comfort in their financial situations. This is accomplished by building relationships in communities across the nation through trust, integrity, and public service. SOFA's mission is to end financial illiteracy across America, one community at a time.

Find out more about SOFA: SOFA - The Society For Financial Awareness

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 preservation, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.



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