We evaluate, create, implement, & review your financial future.
We are dedicated to assisting our clients in helping them feel confident about their financial future. To be effective, our relationship must be a blend of risk management, financial planning, insurance planning and regular communications.
With twenty-five years of professional service and continuously upgraded education, we strive to give our clients the best and most current information. We will thoroughly and continually review and evaluate your potential risks, and assist you in making appropriate plans for your financial future.
We take great pride in the fact that referrals are our primary source of new business. Please take the time to save our website to your favorites and refer us to your friends. Many of our pages are updated on a weekly basis, delivering you timely information, so bookmark our site and check back often. We have a wealth of information for you including Weekly Commentary from Raymond James' top analysts and our frequently updated Newsletters. View our Economic Calendar for economic numbers and release dates, Treasury auction dates and market holiday schedule. Helpful calculators are located on our Financial Resources page. Listen to our streaming media presentation on our Professionally Speaking page.
Take a little time now to make some strategic saving and investing decisions for 2016. We’re here to help. Together we can develop a unique, year-round plan designed to help maximize performance and minimize taxation.
Our office hours are 8:30 am to 3:30 pm CST. NYSE hours - 8:30 am-3:00 pm CST
We are located one block off Wilkinson Trace on Fairway Street behind Nat's.