Educating investors and providing independent financial advice since 1993.

Welcome to our website!  We trust you will find our website helpful - an information resource designed to help you learn more about personal finance.  Click around and you'll find a variety of financial tools.  There are financial calculators that can help you get a clearer picture of where you are, and where you're headed.  There is a research library and newsletter articles on a wide range of topics.  You can even request a quote for an insurance or investment product.  And check back often, because we're constantly adding new material.

If you have a specific question or want more information, click on contact us, drop us an e-mail at or call us at (615)369-0635.  We're ready to help.