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Collective Wisdom

A team of professionals means every resource, every option and every solutions is considered.

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Meet Our Experienced Team

C. Shane Gurganus, AIF®

Financial Planner

Andrew King, LUTCF

Financial Planner

Brett DiPasquale

Financial Planner

Larry Jones, CFP®

Financial Planner

Anne Kleitches, CLU® ChFC® CFP® CPA

Investment Advisor Representative

Daryl Smith

Registered Representative

Chessie Ralston

VP, Marketing

Ashley Howell, AIF®

Firm Supervision Specialist

Get the information you need anytime anywhere.

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Want to know how we help you with your financial goals?

Check out our interactive calculators!

It's Time to Think Differently About Your Money

We stay focused on market trends, so you don't have to.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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