Our business is helping you reach your FINANCIAL GOALS!!!

CHARTING YOUR FINANCIAL COURSE WITH A FINANCIAL ADVISOR
Today's ever-growing array of investment products has opened many new doors of opportunity. There are so many, in fact, that separate consultations with insurance counselors, bankers, investment advisors, accountants, and attorneys can produce a confusing puzzle.
Lyle Cole is a Chartered Financial Consultant®. John Overstreet is a Certified Public Accountant. They are generalists who put the client's interests ahead of career specialists. These professional designations require an intense curriculum in:
- Wealth accumulation planning
- Income taxation and tax shelters
- Investments
- Gift and estate planning
- Financial statement analysis
- Planning for business owners and professionals
Backed by their wealth of knowledge, Lyle and John stay abreast of new investment developments through the educational programs of American Society of CLU and American Institute of CPA.
Seeing the big picture, Lyle and John and their staff can create and manage the vital components of a comprehensive financial plan:
- Hedge against inflation
- Reduction of income taxes
- Help increase net worth
- Plans for retirement income
- Effective use of insurance
- Efficient distribution of estate
Newsletters
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The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
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HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
This article discusses risks involved in developing treatments and vaccines for COVID-19, and why discoveries might not benefit investors.
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HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.
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Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.