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PO BOX 6009
Charlottesville, VA 22906

Phone:

434.296.1122

E-mail:


Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your employee benefits situation. We have created this Web site to help you gain a better understanding of the financial concepts behind employee benefits, insurance, investing and retirement. Most important, we hope you see the value of working with skilled professionals to pursue employee benefits worthy of an "employer of choice".

We're here to help educate you about the basic concepts of benefit management; to help you learn more about who we are; and to give you fast, easy access to market 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 area of employee benefits.

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

How much can you afford to pay for a car?

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

How much do you need to save each year to meet your long-term financial goals?

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