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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.

Best-Performing Asset Classes

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.
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Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
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Retirement Plan Choices for Small Businesses

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.
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Meet Our Experienced Advisors

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