Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

  • Ames & Weinheimer home page - Visit the Ames & Weinheimer website for more information about Don Ames, Matt Weinheimer, and their staff.
  • Craig Olson CLU, Long Term Care Specialist - Craig Olson is our Long Term Care Specialist, working as a dedicated LTC Specialist since 1990.
  • SEI Investments - SEI Investments is one of our preferred providers of institutional level money management for select clients.
  • The American Funds - Website for The American Funds, one of our trusted Mutual Funds providers
  • The Calvert Funds - The Calvert Funds are a distinguished mutual funds provider offering Socially Responsible investment choices.
  • The Digital Daily - Website for the Internal Revenue Service. Find pertinent information, answers, and forms here.

Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our Agency cannot be responsible for the content of any of the above links.