Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.  We specialize in serving the employees of public schools and primarily the K-12 teachers, administrators and staff.


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 annuities, insurance, investing, retirement, estate planning, tax planning, and wealth preservation. Most important, we hope you see the advantage and value of working with skilled professionals to pursue your financial goals.

We’re here to assist you about the basic concepts of financial management. 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.