Inspiring Fundamental Personal Financial Excellence
Through Institutions, Financial Advisors and CPAs
A New Way to Look at Your Bucket List
Retiring the 4% Rule
It May Be Time for a Financial Checkup
Welcome to our Web site, where you will find information in the form of newsletter articles, calculators, literature and research reports. You will also find contact information that can help you meet personally with a financial professional in one of our current 94 registered branch locations in California, Idaho, Nevada, Utah and Wyoming.
We hope your visit will help you understand the opportunities and potential rewards that may result from a proactive approach to fundamental personal financial excellence. We are here to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.
Best-Performing Asset Classes
Making a Charitable Contribution
Is a SEP-IRA Right for Your Business?
President, Regional Director
Regional Program Manager