What makes us right for the times?

We borrow from the investment philosophy of past generations who valued balanced portfolios, strong dividends, and steady increases. And we pair that with forward-thinking ideas that are savvy and strategic for today’s economic climate. READ MORE

Are we right for you?

We have a simple, smart, strategic plan for creating retirement wealth based on our own index and 8 simple investment rules. But we’re not for everyone. CLICK HERE to find out more.

So unique, we have our own index.

We’ve developed our own retirement income index designed to help investors meet the unique needs of retirement income management. And our individual retirement portfolios are structured to track our indexes. It is much more interesting if you come in to hear about it in person. Or, CLICK HERE to read more details.

So smart, we've written the book on it.

Charlie Farrell's Your Money Ratios: 8 Simple Tools for Financial Security has been published. It has been called "one of the best financial books to cross our desks this year" in 2009 by The Wall Street Journal

Calculate your own retirement ratio.

CLICK HERE to try our interactive tool for figuring out where you stand now and what you need for the future.

Calculate your own retirement ratio.

Try our interactive tool for figuring out where you stand now and what you need for the future. click here »