We pride ourselves on being practical in our investment philosophies, providing a comfortable and pleasing experience in investing for our clients.
The people who have been long term with us know that even though our strategies are lower risk than any we know, we also enjoy
extremely attractive returns.
It is simple to find out how we do what we do. When you are ready, simply call Debbie at (800) 922-1894, and we will schedule two no cost consultations, abolutely free of charge and free of obligation as well.
We do not charge fees to our clients directly, as we are paid by the companies whom we represent.
We are completely independent, we own our building, and pay the costs of our own health insurance and retirement plans, so that we do not find ourselves in the position of trying to serve two masters.
All of our promotional videos for television are available here for you to review. We try to be informative and educational in our advertisements.
We are different in many ways, but probably the biggest is that we provide contracts to our clients, not just verbal promises.
"It is financial planning with a contract."
Like our advertisements say, We believe in them.
"we put our money where our mouth is."
What this means is that we invest in exactly the same types of investments that we sell.
We believe in them.
Below we provide several current links which we
find to be interesting.
We live in a time of great political division, and great financial turmoil. We are very pragmatic about our investing, being certain not to allow the misinformation provided by politicians seeking election or re-election weigh in our decision making. For 30 years we have maintained a track record which is nothing less than incredible in this day and age.
We are not miracle workers, nor do we have a crystal ball.
We use common sense, and investment practices
developed over generations.
I am a positive person, and I feel that it is important to enjoy your investment experience. At the same time, I am a realist when it comes to the grave economic times our country faces.
Please also take a minute and review the articles below. we feel that they will provide information pivotal to making prudent investments. If you are unclear as to what they mean, or how to interpret them, please feel free
to stop by and say hi-
To link to this week's most important articles, just click on the boxes around me below. You will find telling articles on the real underlying economic situation the country faces, free from the spin and rhetoric.
Representatives for some of the world's finest fixed and Standard & Poor's equity indexed annuities