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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.

<p>Getting a Head Start on College Savings</p>

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.
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<p>Spotting Credit Trouble</p>

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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<p>Rightsizing for Retirement</p>

Rightsizing for Retirement

What does your home really cost?
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