"We care about your financial health."

Welcome to our Web site.  You’ll find a wealth of information in the form of newsletters, articles, calculators, research reports, forms, and applications. You'll also be able to get detailed quotes for most of your insurance needs.  You can also contact us, directly, if you need more guidance.

We hope your visit will help you understand the opportunities and potential rewards available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial independence.

We’re here to help inform you about the many concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data and insurance information. We hope you take advantage of this resource and visit us often. Please add our site to your list of "favorites" in your Internet browser, and check back, as we update our information frequently.  We wouldn’t want you to miss any developments in the area of personal finance or insurance.

To learn more about who we are and why we do what we do, take a look at the "About Us" section at the bottom of this webpage.  Thank you for visiting our website!

Wayne Hurley, LUTCF - Founder & Registered Principal