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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 ARE CONTINUOUSLY KEEPING YOU

IN THE FINANCIAL KNOW

By keeping you updated About How New Laws & Strategies Can Impact Your Plan.

“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

Social Security tips for singles

Not married? Here are strategies to help you maximize your Social Security benefits. Key takeaways ✔ The longer you delay Social Security, the higher your monthly benefits. ✔ Divorced: Your benefit can be based on your ex-spouse’s work history. ✔ Widowed: Consider...

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Americans are spending more money after they retire

Most people expect to spend less money after they retire. But that might not be the case -- at least not at first. Spending rose for more than half of taxpayers during the first three years after claiming Social Security, according to a report based on tax data and...

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THE 5 W’S OF A SUCCESSFUL RETIREMENT

There’s no better time than today to develop your retirement plan and consider options that may be suitable for your future. Fixed indexed annuities (FIAs) can offer lifetime income and provide peace of mind when looking for ways to protect your nest egg from market...

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IRA Blog

What a Year Means When it Comes to Your IRA Rollover

The once-per-year rollover rule says that you can only roll over one IRA distribution from all of your IRAs (both traditional and Roth) in a one-year period. This is a tricky rule and many taxpayers have run into trouble with it. One area that can be very confusing is...

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