Success doesn't just happen. It's planned for.

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. We hope you find it to be a valuable resource.  Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

We hope to see you soon at our office in Oak Ridge.  A personal meeting with one of our advisors will give us the opportunity to assess your individual needs and goals, and allow us to build a personalized investment plan that aligns with your goals, plans, risk tolerance and time horizon.  There is never any high pressure sales, only personalized advice and recommendations for you to carefully consider before committing to any action.  We will personally guide you through the process, helping to make the process simple and easy.  We know that in a short time you will be certain that we are, the advisor you've been looking for.