You have the right to a secure financial future.
Find out how we can serve as your financial guide as we listen and then develop a financial plan to help you achieve your goals and live your dreams.


    What's New

  • July 31, 2015

    Simply Money: How to choose the right advisor for you

    There are no hard and fast rules for picking the “right” advisor, but – given the stakes – here are a few points to consider.

  • July 30, 2015

    Simply Money: The worst financial advice we've ever heard (7/30/15)

    Over their 30+ years in the money business, Nathan and Ed have both heard their share of pretty terrible financial and investment advice. But this just might take the cake - and we hope you're not following it! FOX News Contributor Scott Martin joins the conversation. Plus, our insight into what's hurting P&G's earnings right now.

  • July 29, 2015

    Simply Money: Why Fed's Yellen is like a baseball GM (7/29/15)

    For baseball teams and general managers right now, the trade deadline is looming and it's time to figure out if they're a "buyer" or a "seller." And for the Federal Reserve and its Chair Janet Yellen, the same thing goes! Nathan and Ed explain. Plus, the #1 Simply Money rule if you're going through a divorce.