Financial Services & Planning | Little Rock | Wealth Management
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19th January 2018

8:00a – 5:00p,

Monday to Friday

15300 Kanis Road,

Little Rock, AR 72223

(501) 223-8000


Financial Planning

We understand you’re saving for all different life events: retirement, a house or simply to build wealth.


Bond Indexes are a good pick as part of a diverse investment strategy – they offer solid growth in the long-term.


While we don’t trade directly in commodities, we do offer ETFs that contain such commodities as real estate, and natural resources.

Living Trusts

Leaving a legacy is the hallmark that represents a lifetime of wise investing. No matter what type of trust you need; CRUT, Living, ILIT, etc., we can help.

Mutual Funds

We avoid active managed mutual funds due to the high fees. We prefer no-load funds, or ETFs for your portfolio. Let us explain why.


No matter where you want your retirement savings to take you, it’s quick and easy to set up a personal pension.

Stocks and Options

Stocks can help your portfolio by providing potential growth, (and income from dividends). Options can provide a hedge against declining values.