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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.

Shows how qualified longevity annuity contracts create lifetime income.

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Discusses ETF adoption and advantages over mutual funds.

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Describes financial burdens associated with end-of-life care and funerals.

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Explains expanded uses making 529 plans more flexible.

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This calculator can help you estimate your annual federal income tax liability.

How much Disability Income Insurance do you need?

How Long Will It Take to Pay my Balance?

Compare the potential future value of tax-deferred investments to that of taxable investments.

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