Our Mission
Our Mission is to provide objective and transparent investment management at a reasonable price with a
genuine interest in the communities we serve . . . one family at a time.
› For 2010, the amount you can contribute to your 401k plan is $16,500 - If you are 50+, it increases to $22,000
›For the self employed, you can contribute up to $49,000 in an
SEP
or $11,500 in a SIMPLE Plan
For IRAs and Roths, you can contribute up to $5,000, if your'e 50+ it increases to $6,000