Helping individuals, families, and small business owners grow and protect their wealth.

Retirement isn't an end, it's a beginning: the beginning of waking on your own, traveling impulsively, and spending significant time with your significant other. It's also time to start preparing for the future. After all, you've still got an entire lifetime ahead - one in which day-to-day demands are replaced by unlimited possibilities and infinite choices. It's all on you now, and on the resources you put in place. So now that you're retired, it's time to get to work.

Please click here to schedule your introductory meeting today.

American Veterinary Medical Association (AVMA) member? CLICK HERE for information on the benefits available to you throught AVMA LIFE. Please contact me to apply today!

 

Calculators

Newsletters

  • Social Security 101

    An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,370.24 -0.22%
Nasdaq Composite 7,031.83 +0.16%
NYSE Composite 11,860.65 -0.24%
AMEX Composite 2,383.70 -0.50%

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.