PLAN FOR YOUR RETIREMENT.

LIVE YOUR LIFE NOW.

Take your future into your hands by speaking to an Experienced Advisor. Tomorrow begins today

WHEN IT COMES TO YOUR FINANCIAL FUTURE, KNOWLEDGE IS THE CRITICAL FIRST STEP.

We love helping our community make informed financial decisions about the days ahead.

WE WILL CONTINUE TO KEEP YOU IN THE FINANCIAL KNOW

By keeping you updated on the latest financial and insurance news!

“HOW WE CAN HELP YOU”

1. Listen to your retirement planning objectives
2. Obtain a personal financial statement
3. Analyze the data and
4. Help you understand and determine which asset management programs, tax strategies, and retirement income solutions would work best for your objective.

Financial Services

Our goal is to design a plan that meets your unique objective, keep you familiar with the plan through quarterly meetings, and make you abreast about any changes in laws that may impact your plan.

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Insurance Services

Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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Resource Center

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Educational Videos

Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services

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Weekly Newsletter

Is a Fixed Indexed Annuity Right for Me?

Ensure you have the financial security to be in control of your retirement. Before determining if an FIA is right for your portfolio, make sure you understand the specific product features and if the benefits ladder into your goals. If you… have a retirement plan in...

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10 Surprising Facts About Retirement

Retirement might not live up to your expectations. Most retirees are prepared for more free time and less stress, but some other aspects of retirement could be unexpected. Many retirees have significant financial worries and health concerns, and an excess of free time...

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IRA Blog

TAKE YOUR RMD LIKE A ROCK STAR

By Sarah Brenner, JD IRA Analyst Follow Us on Twitter: @theslottreport Even rock stars get older. Although it may seem hard to believe, both Steven Tyler of Aerosmith fame and rock legend and reality tv star Ozzy Osborne celebrate their 70th birthdays in 2018. Steven...

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MY FIRST RMD

By Beverly DeVeny IRA Analyst Follow Us on Twitter: @theslottreport Both my husband and I turn 70 this year but only one of us has a required minimum distribution (RMD) from our retirement accounts. Here is why. RMDs begin in the year you turn 70 ½, not 70. He turned...

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