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 wealth preservation, retirement planning, investing, insurance planning, estate planning, and advice. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals. It is our desire that you take maximum advantage of these resources and visit us often. Wealth creation is one of the best kept secrets on the planet. We ask that if you find this site useful you tell a friend; and please remember, "Wealth is our legacy, Pass it on!"
Ellis Liddell, President and CEO
Interviews and Videos
Our FREE SEMINARS are educational and designed to help you achieve your retirement, estate planning, and financial goals covering topics such as:
Funding Your Retirement Plan: IRA, ROTH, 401K, & SEP Rules for 2017
Seminar Date: Thursday, February 2, 2017 - 6:00 PM Enroll Here
ELE - Peagler, LLC