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PO BOX 6009
Charlottesville, VA 22906

Phone:

434.296.1122

E-mail:


Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your employee benefits situation. We have created this Web site to help you gain a better understanding of the financial concepts behind employee benefits, insurance, investing and retirement. Most important, we hope you see the value of working with skilled professionals to pursue employee benefits worthy of an "employer of choice".

We're here to help educate you about the basic concepts of benefit management; to help you learn more about who we are; and to give you fast, easy access to market data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of employee benefits.

At age 94, Warren Buffett announced retirement as CEO of Berkshire Hathaway; article reviews his investing fundamentals and insights.

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Outlines best practices for safe peer-to-peer payment app transactions.

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Shows how combining small-, mid- and large-cap funds enhances diversification.

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Offers tips to couples with opposite financial styles for finding balance.

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

How much can you afford to pay for a car?

How much will it cost to pay off a loan over its lifetime?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck