Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

  • AARP Bulletin
  • Better Business Bureau
  • Ethics Board
  • Financial Workshops - A resource for employers to provide their employees with a totally generic financial education to help them make better financial decisions in their life. Our Workshops are conducted by certified instructors with a background in financial planning. At no time during the seminar or during the follow up consultations are the employees solicited in any way to conduct business with our instructors.
  • FINRA
  • Jeffersontown Chamber of Commerce
  • SIPC
  • Wealth Management System - Our Wealth Management System, is designed to allow you to coordinate all of your investment holdings, personal property and important documents in one location to check at any time of the day. Our system updates your portfolio nightly so you are always aware of your current situation.

Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our Agency cannot be responsible for the content of any of the above links.