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200 NIBCO Parkway, Suite 300
Elkhart, IN 46516-3571
Phone:
  • (574) 293-2202
  • Toll-Free: (855) 275-9141
Fax:
  • (574) 293-2219

 

Welcome to our web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and market 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 insurance, investing, retirement, estate planning strategies, and wealth preservation strategies. Most important, we hope you see the value of working with skilled professionals to help you 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.

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Please feel free to contact us with any questions.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck