We specialize in caring for you and whatever life throws your way.
You Deserve Your Own Financial Strategy
No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.
Stop-Loss Strategy
How do you build a portfolio that works to capture market gains while minimizing losses in today’s uncertain global marketplace?
Rescue Your Annuity with Monument Advisor
You can help rescue assets with a tax-free 1035 exchange to our low-cost Investment-Only Variable Annuity, Monument Advisor.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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David McDonald
Founder & President, RICP®
Patricia McDonald
Client Relations Manager & Life and Health Insurance advisor
Michelle McClain
Executive Adminstrative Assistant