Welcome from Linda Cypres, MBA, Ph.D.

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Our website highlights our financial resources, products and services which we offer to individuals, families and businesses.

We are dedicated to establishing long-lasting client relationships, based on trust and service.We invite you to learn more about our College Funding and Retirement Planning Workshops

We welcome your comments and questions and look forward to helping you make informed decisions to secure your financial future.

FREE College Planning Workshops

If you are planning on sending your high school student to college and want to learn the secrets of cutting costs and increasing financial aid, sign up now for our next workshop:
To RSVP: 800-849-0446

Our Founder

Knowing what's happening is Good. Making it happen is Better.
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Contact Us

Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.

FREE Booklets

Receive a Free Annuity Booklet!
We currently offer two free annuity booklets:

Mistakes Annuity Owners Make

Six mistakes that annuity owners make & how to avoid them.

CLICK HERE To request your free copy!

Annuity Owner Opportunities

Tips and ideas that could save you thousands.

CLICK HERE To request your free copy!