Welcome.
My goal is to help guide you on your financial journey - whatever road you take.
This website is 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 website to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, insurance and wealth preservation. Most important, I hope you see the value of working with a skilled professional to pursue your financial goals.
I'm here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit us often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update this information, and wouldn't want you to miss any developments in the area of personal finance.
-- Robert "Bob" Sundermann