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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Balancing Stocks and Bonds in One Fund
Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
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Are You Ready to Cancel Your Cable TV?
Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.
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Famous People Who Died Without Proper Planning
Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.
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Key Retirement and Tax Numbers for 2023
Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
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.