Rod Adkins, Owner/Broker

Welcome and thank you for stopping by. Please feel free to check out  the information on our site. There is lot's here and if you get an "AHA!" along the way, and would like to discuss, feel free to call or send us an email.

We are in the business of  assisting families & small-medium size companies with their Health Care, Estate and Financial Security issues. My family and I started our business in 1984. We look forward to adding value to our current and future clients.    

Enjoy your visit and again, should you have any thoughts, questions or insights, please feel free to call or send an email. 

Sincerely,

Rod Adkins                                                                                     

 PS: As of Nov. 15, 2006 we have a new office location. See the Location link on left.

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More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

Managing Volatility with a Bond Ladder

One way to help manage interest-rate risk and cash flow from bonds is to construct a bond ladder.

TIPS for Managing Inflation

The U.S. Treasury issues a form of debt that helps protect investors from the effects of inflation: Treasury Inflation-Protected Securities (TIPS).

Life Lessons

Research shows that most people who own life insurance may not have adequate coverage. The real problem is that many of these people may not find out that they lack the proper coverage until it's too late.

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December 04, 2008 @ 03:50 PM

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