Wealth & Retirement Strategies





As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it's never too late to start.

Use our web site as a resource and please do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.



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Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,428.32 +0.44%
Dow Jones Transportation 9,994.81 +0.88%
Dow Jones Utilities 830.77 +0.32%
Nasdaq 100 10,905.88 +1.78%
NYSE Composite 12,465.05 -0.54%
AMEX Composite 2,058.74 -0.71%
PHLX Semiconductor Index 2,136.41 -0.52%
OSX Oil Service Sector Index 35.61 -2.13%

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