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
Newsletters
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Child Tax Credit for 2021: Will You Get More?
This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
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Charitable Giving Can Be a Family Affair
Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
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Signs of a Scam…and How to Resist It
Discover four common practices that might help you identify and avoid scams.
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International Investing: Opportunity Overseas?
Some analysts believe foreign stocks may be poised for a comeback. Read about opportunities and risks involved with international stocks.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.