Our business is helping you reach your FINANCIAL GOALS!

CHARTING YOUR FINANCIAL COURSE WITH A FINANCIAL ADVISOR

 

Today's ever-growing array of investment products has opened many new doors of opportunity. There are so many, in fact, that separate consultations with insurance counselors, bankers, investment advisors, accountants, and attorneys can produce a confusing puzzle. 

Lyle Cole is a Chartered Financial Consultant®. John Overstreet is a Certified Public Accountant.  They are generalists who put the client's interests ahead of career specialists.  These professional designations require an intense curriculum in:

  • Wealth accumulation planning
  • Income taxation and tax shelters
  • Investments
  • Gift and estate planning
  • Financial statement analysis
  • Planning for business owners and professionals

Backed by their wealth of knowledge, Lyle and John stay abreast of new investment developments through the educational programs of American Society of CLU and American Institute of CPA.

Seeing the big picture, Lyle and John and their staff can create and manage the vital components of a comprehensive financial plan:

  • Hedge against inflation
  • Reduction of income taxes
  • Help increase net worth
  • Plans for retirement income
  • Effective use of insurance
  • Efficient distribution of estate