Founded in 1977 with a mission to improve the financial well being of our clients. We have a special interest in small business owners and seniors.

Our goal is to reduce taxes and increase financial security and net worth.

Jerry Leslie is a Certified Financial Planner, a Chartered Financial Consultant, Certified Senior Advisor and Certified Estate Planning Professional.

We can help you set goals and achieve them. Don't keep making the same mistakes! Give us a call.

"Sincere thanks for your faithful service, help and caring."

 

"Thanks for your recommendations for over 25 years! We feel prepared for most anything!"

 

"Many accalades for your financial help and service for the last 30 years!""

 

"Thanks for putting together our life insurance program. We are proud of the high amounts and the low premiums."

 

"It's great having an experienced financial planner available. You are always there to answer my questions."

 

"After my husband's death, you really helped me get on with my life. Thank you."

 

"A woman needs financial decision making strength. Your personal service is excellent. You understand my concerns."

 

"Thanks for keeping our life insurance premium so low."

 

"As a woman I have had a lot of emotional and financial ups and downs. You have always been very helpful. I appreciate it."