Larry Cogdell CFP, CLU, LUTCF

Our goal is to help you achieve financial security.

Today's investment climate offers unprecedented opportunities.  Our mission is to help clients take advantage of those opportunities by providing them with three key tools: 

A clear understanding of their financial goals, a well-defined roadmap for achieving those goals and ongoing advice to help adjust their roadmap when their needs change.

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Check out our newest Web site feature, E-Seminars, located in our Learning Center. Five different seminars from Retirement Planning to Long Term Care are available for viewing 24/7. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on AIG Financial Advisors, please contact us today.

Proverbs 16:3
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

Living Comes with Guarantees

Several types of living benefit guarantees are available that can provide valuable protection for variable annuity owners.

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

Estimate the Cost of College

Determine how much needs to be saved annually so the youngsters in your family can afford college.

The Trouble with Timing

The speculation that drives market timing can often cause investors to get in right before a downturn or to flee before realizing potential gains.

More Newsletters →