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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.

Net Exchange Client

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Oppenheimer Funds

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Albridge Wealth Reporting

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American Funds

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Franklin Templeton

View all of your accounts and investments held directly with Franklin Templeton.

Nationwide Financial

View all of your accounts and investments held directly with Nationwide Financial.

Investors should consider the investment objectives, risks and charges and expenses of mutual funds and variable annuities carefully before investing. Investing in mutual funds and variable annuites is subject to risk and potential loss of principal. There is no assurance or certainty that any investment or strategy will be successful in meeting its objectives. Variable annuities are subject to surrender charges, insurance related charges including mortality and expense charges, administrative fees, and the expenses associated with the underlying funds. Withdrawals prior to age 59 ½ may result in a 10% IRS tax penalty, in addition to any ordinary income tax. The prospectus contains this and other information about the products. Contact your Registered Representative at 936-327-7789 to obtain a prospectus which should be read carefully before investing or sending money.