We are financial planners and brokers. Time after time we have found ourselves across the table from someone facing retirement without understanding the process. When asked questions, they either didn't know the answer or were laboring under a complete misunderstanding of the financial world. After several hours of heart to heart meetings we were still very uncomfortable with our new client’s comprehension of this process. The consequence of this persistent and widespread lack of comprehension was that after years in the business, we have decided that by offering an educational web site, we could provide a valuable service to those who would like to better understand the world of money management.

It is our intent to clarify financial issues by providing this broad based material in an easy to read format. In addition, by asking questions by way of our e-mail address, the investor can gain confidence in how to reach his or her investment goals.

Robert E Gillette CFP
I am a retired IRS exam division manager and estate tax manager, 15 years with a major brokerage firm, and currently active in account management.

Cynthia Dormer, Ph.D is a registered dietitian and holds a Ph.D. in nutrition. She is founder and CEO of Bright Side Company. She is a published author and lecturer and recently published; Hold That Thought For Kids , a book of interview questions and conversation activities for children age 3 to 12.