We will help you work towards 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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HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?
This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.
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Taking Control of Your Retirement Savings
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
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Uncle Sam Wants to Know About Your Gig Income
Discover how a 2022 IRS tax reporting change could affect people who are self-employed or whose side job pays through an app or online platform.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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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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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.