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"Employ your time well, if you mean to gain leisure." - Ben Franklin

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.

Impact of Taxes and Inflation

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Understanding FDIC Insurance

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
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Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
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