For more than 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.
Want to learn more? Click on the picture below and watch our video.
Newsletters
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Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.