For 30 years Southwest Arkansas has had a choice in investment planning. We are the local choice for independent investment advisory services in Clark County. Your money is important to you, you want to see it grow. You need an investment adviser representative who is interested in your future.
To better understand the independent way that we design your investments to meet your future needs click on the tab that says investment consulting.
Newsletters
-
Taming Investment Taxes
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
-
Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
-
Don’t Let a Disaster Keep the Lights Off Forever
As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
-
Qualified Charitable Distributions
Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.
Calculators
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.