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Investing for a purpose driven life 

3600 NW 43rd Street, Suite G-2
Gainesville, FL 32606
Phone:
  • (352) 333-7767
Fax:
  • (352) 225-3477

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Please feel free to contact us with any questions.

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Calculators

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Welcome to our website, where you'll find a wealth of information in the form of newsletter articles, calculators, research reports and event updates.

Helping You Create And Maintain Wealth That Will Last For Future Generations...

 
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 website 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'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.