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

‘Safer’ harbor for annuities can help fix retirement woes

Americans are living longer into retirement, but the financial solutions needed to support them have not kept pace with their needs. With a number of bipartisan proposals currently under consideration, the U.S. Congress has the opportunity to take significant steps...

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Did You Let Retirement Scare You Off This Halloween?

Halloween might get less scary as we age, but there are a lot of frightening aspects of retirement in 2018. In fact, recent data on the state of America’s workforce shows just how underprepared for retirement many Americans are. While running out of money, drastic...

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IRA Blog

TAKING DISASTER RECOVERY FUNDS FROM RETIREMENT PLANS

By Beverly DeVeny IRA Analyst After Hurricanes Harvey, Irma and Maria in 2017, Congress passed special legislation allowing expanded access to retirement plan funds for individuals affected by those storms.  Congress also previously enacted that sort of legislation...

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A NOT SO SIMPLE DISCUSSION ON SIMPLE IRAS

By Jeremy T. Rodriguez, JD IRA Analyst SIMPLE IRAs are popular retirement vehicles for small businesses. They are relatively cheap to adopt and are easy to understand and administer. However, that doesn’t mean problems do not arise. Routinely, we see issues involving...

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COMBINING INHERITED IRAS AND THEIR RMDS

By Beverly DeVeny IRA Analyst IRA owners can clearly combine the accounts they own and they can combine the required minimum distributions (RMDs) from multiple IRAs and take them from any one or combination of their IRAs. But what are the rules for inherited IRAs? An...

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