Welcome to our website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

I 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.  I 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.

Having the opportunity to work in the corporate business and financial arenas for 28 years has provided me with the resources and relationships to help my clients attain financial stability to meet their needs.  Through my networking and education, my clients have a strong opportunity to see their estate plan carried through.  I firmly believe education is the key to understanding financial direction.

Thank you for visiting!

Dan Chancellor,

Investment Representative