Policies & Disclosures
- Firm Brochure – ADV Part 2A
- Brochure Supplement – David B. Short
- Brochure Supplement – J. Eric Mullins
- Internal Revenue Service
- Social Security Administration
- Government Accountability Office
- Federal Reserve
Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
- College Savings Calculator
- Loan Calculator
- 401(k) / RMD Calculator
- Savings Calculator
- Retirement Calculator
Information and interactive calculators are made available to you as self-help tools for your independent use. We can not and do not guarantee their accuracy or their applicability to your circumstances. The information provided here is to assist you in planning for your future. Any analysis is a result of the information you have provided. Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that we encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. Any rate of return entered into the interactive calculator to project future values should be a reasonable average return for the period. Rates of return will vary over time and generally the higher the rate of return the higher the degree of risk.