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6725 Highlands Court
Tyler, TX 75703

Phone:

903-418-1972 * 800-683-5463

Fax:

903-561-6787

E-mail:

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Welcome to our Web site! We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

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.

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.

As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

How much can you afford to pay for a car?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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