Welcome to your Web site resource center, where you ’will find a wealth of information in the form of newsletter articles, calculators, research reports and

UPCOMING WORKSHOPS

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

We’re dedicated to educating you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. 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 would not want you to miss any developments in the area of personal finance.

 

 

As a Certified Financial Education Instructor James makes financial education the main focus when assisting individuals in their quest for financial independence.