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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

How to Find Serenity Despite Retirement Uncertainty

“How can I feel fine?” That’s what Julie Elman, from Ohio, wants to know. Julie is 57, retirementis right around the corner, and she’s worried. Despite doing “all the right things,” whenever she spends time reviewing her financial situation, Julie never, ever feels...

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INFLATION WATCH – 2017

INFLATION WATCH - May 2017 The I.I.I. Inflation Watch spreadsheet contains the latest data from the U.S. Department of Labor’s Bureau of Labor Statistics (BLS). Both current and expected near-term general inflation continue to be low by historical standards, but there...

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DO YOU LOSE THE BALANCE OF AN ANNUITY IF YOU DIE?

DO YOU LOSE THE BALANCE OF AN ANNUITY IF YOU DIE? One common misconception about annuities is that you lose the balance of the annuity if you die. In the case of  Fixed Indexed Annuities (FIAs), the money remaining in your annuity can pass to one or more named...

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IRA Blog

Why Your Kids Don’t Want Your HSA

Do you have an HSA? Have you thought about what will happen to those funds after you are gone? You may be surprised. At your death, any funds remaining in your HSA are payable to the beneficiary you name on the account. If your spouse is your beneficiary the news is...

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