Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and more for individuals, families and businesses.

If you are an individual, this Web site will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  We also provide information that may help employers find ways to maximize employee benefits plan.  For the small business owner, we hope our Web site will help you understand and manage the risks associated with owning a business.

We have created this Web site 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 or to help your employees pursue their 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 areas of personal finance and employee benefits.

Jerry “Bud” Milligan, MBA

Financial Advisor

Global Rebalancing

The world’s economy is changing and shifting away from growth dominated in the United States. We see vast potential in developing and emerging nations where economic systems allow the people to tap their own resources and increase their standards of living.

More Videos »

Newsletters

Calculators

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.