Let us help you organize your financial life ... so you can enjoy your personal life!
Welcome to our website, where you'll find a wealth of information about our capabilities and how we can help you reach your financial goals. In addition, our site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, and more.
We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.
We're here to help educate you about the basic concepts of investment planning, to help you learn more about who we are, and to give you fast, easy access to market performance and 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 wouldn't want you to miss any developments in the area of personal finance.
We created this website to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with us to pursue your financial goals.
Kathy Miller Parrish
Managing Partner/Senior Financial Advisor
Connie Falon, CRPS®
Senior Financial Advisor