Jen

I’ve found a better way to grow my money,
handle my finances, and protect my future. It’s traditional, yet unconventional.

Ups and Downs of the Markets Have You Wondering?

Looking for a better way to handle your finances, and assure your money is there when you need it.

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Get off the stock market roller coaster, there’s a better way!

Rollercoasters are fun at amusement parks, but not when it comes to your retirement. In recent times, folks have been lured into retirement products that rely on stock market performance. This is a risky venture. We have another approach which avoids that risk. Reach out to one of our Authorized Advisors to learn about it.

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What We Do

Why Choose Us?

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Experienced

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Independent

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Authorized

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Human

What Our Clients Say

How We Work

First, this is not a 5-minute proposition. We spend a significant amount of time explaining the approach inside and out. You will see money in a whole new light. You may even become as passionate about it as we are. With proper knowledge, this approach can meet your financial goals in the safest possible manner.

Second, we have a heart-to-heart conversation with you to understand your particular needs and goals.

Third, we use our creativity, training, and experience to customize a financial plan for your unique situation.

Latest News

Financial Advisor Fees
Are Fees Really the Problem?
Sep 09, 19 Posted By: Lester Himel

Have you been hearing about “fees” as the reason why 401(k)s and mutual funds are not performing up to expectations?  We certainly have, but the...

Core Retirement Income
What the Heck is “Core...
May 23, 19 Posted By: Lester Himel

Millions of people put their core retirement income at risk. What’s “core retirement income”? Core retirement income is the money you need for the basic...

averages
Dollars and Averages are Misunderstood
May 09, 19 Posted By: admin

Fred wanted to invest some money and decided that an “average” return of 5% over time would be a reasonable expectation. After all, he was...

Volatility
Volatility is So Not Your...
Apr 11, 19 Posted By: admin

Your financial advisor says, “Don’t look at your stock market portfolio every day.  It’s not good for your health.  Stocks always go up and down. ...

Question Conventional Math: Misused Words
Mar 20, 19 Posted By: admin

Jack walks into his financial advisor’s office and asks how his portfolio is doing. “Well, says the advisor, you’re up 60%!”  A year later, in...

Everyone has 20/20 Hindsight
Everyone has 20/20 Hindsight
Feb 16, 19 Posted By: Lester Himel

                                                 ...

5 of our top advantages that High Cash Value, Dividend-Paying Whole Life Policies can provide.
See The Top 5 Whole...
Jan 16, 19 Posted By: Lester Himel

There is a chance that you might have heard the old joke where a man hears a knock on the door. He goes to the...

Life Insurance for Wealth Accumulation
Life Insurance for Wealth Accumulation?...
Dec 21, 18 Posted By: Lester Himel

Life Insurance for Wealth Accumulation? What’s the rate of return. That is the most frequently asked question we receive. It’s all about Rate of Return (ROR),...

Your Financial Advisor is Carrying...
Jun 04, 18 Posted By: admin

Your Financial Advisor is Carrying a Loaded Weapon When looking to invest in a new car, most people cringe at the thought of having to...

What happens to your investment...
Jun 04, 18 Posted By: admin

Learn what happens to your investment account when markets fall. We have seen tremendous volatility in the stock markets over the last 16+ years, haven’t...

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