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
-
Bridging the Gap Between Retirement and Medicare Eligibility
See three options that may help you bridge the health insurance coverage gap between retirement and Medicare eligibility.
-
Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
-
Business or Hobby? It’s All About Taxes
The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.
-
Steps to Executing an Exit Strategy
Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.
Calculators
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Lease Payment
How much would your monthly lease payment be?