Broker Check


Monday, July 31, 2017

In order to continue serving our clients to the best of our abilities, it is important that our advisors, Bob and Larry, spend time advancing their knowledge and education in the ever-changing financial realm. Over the past year, our...


Saturday, July 1, 2017

Check out these fun activities going on this month in the Birmingham area! Fourth of July Celebrations: Birmingham Barons Baseball – Regions Field July 3 at 6:30 PM Fire on the Water – Oak Mountain State Park July 3 gates...


Monday, June 26, 2017


Thursday, September 15, 2016


Thursday, September 1, 2016

Get an education beyond high school- For most this will be a college or university. There are many good public institutions with reasonable costs for those who live in state. Savings, scholarships and working through college the...


Show All

Monday, August 29, 2016

*Assumes 8% return on investments made January 1st each year*


Monday, August 25, 2014