As an investor, you share basic financial goals with every other investor.

You want to protect your assets...and see them grow.

You want a quality education for your children and grandchildren.

You want a certain quality of lifestyle during your earning years.

And a retirement that lets you enjoy yourself without financial worry.

You want the sense of confidence that financial security provides.

As simple and universal as those goals appear to be, they are not simple to attain: they must be planned. Pitfalls are possible, even with the best of plannning. But without a plan, you may not fully attain your most basic financial goals. And your desired lifestyle, before or after retirement, can turn out to be a disappointment.

So, where do intelligent investors turn for help with financial planning? They talk to friends--other investors like themselves--for advice. They may counsel with their attorney, their accountant, their banker or their business manager, if they have one. And at some point they will likely attend educational lectures or seminars on money management matters. It is from all these sources that we derive our clients.