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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 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 important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance 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 personal finance.

Learning Center

Articles

Educate yourself on a variety of financial topics.
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Animated presentations to help you learn and decide.
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Ideas to help simplify everyday finances.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.

Market Watch

January 28, 2012 @ 02:22 AM

Dow Jones Industrials	12,660.46	- 74.17
Dow Jones Transportation	5,344.78	+ 41.93
Dow Jones Utilities	447.97	- 6.07
Nasdaq Composite	2,816.55	+ 11.27
Nasdaq 100	2,461.77	+ 7.14
S&P 500	1,316.33	- 2.10
NYSE Composite	7,876.61	- 7.29

[ Markets | Charts | Quotes | Portfolio ]

Sharla Rountree, CFP® and L. Ron Blair, CFP®, AAMS,offer Securities and Advisory Services through Royal Alliance Associates, Inc., Member FINRA/SIPC and a registered investment advisor. Eric S. M. Kee offers Securities through Royal Alliance Associates, Inc., member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of AK, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, MD, MN, MO, NC, NH, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, VT, WA, WY in which you are securities licensed). No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Personal Benefit Services Group