Jim Teeter

Welcome!    We understand the complex issues that face investors and their families. Working together with our experienced staff and other consultants including CPAs, financial planners, attorneys, insurance agents, tax, trust and estate experts, we provide customized solutions for the tax-advantaged creation, protection and transfer of wealth. Our web site offers you a wide range of investment educational tools, as well as convenient online access to  market updates ,   your account and more. Your comments, suggestions and questions are always welcome, please contact us.