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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.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Explains importance of rare-earth minerals and their role in technology and security.

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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

Use this calculator to determine whether you qualify for the different types of IRAs.

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