an Independent Registered Investment Advisor



Plan to Succeed through Financial Planning      

Welcome to our Web site!   We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

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.

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. You’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

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 area of personal finance.  

Securities offered through FSC Securities Corporation,  a Registered Broker Dealer, member FINRA/SIPC

Advisory Services offered through Investment & Resource Planning Associates, Inc.  a Registered Investment Advisor independent of FSC Securities Corporation and not registered as a broker dealer.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck