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Helping You Achieve a Financial Peace of Mind

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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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When Markets React

When markets shift, experienced investors stick to their strategy.

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Our Approach

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Glenn Herring

Retirement Planning Specialist

Karen Haggenmiller

Office Manager

Rick Blackstock

Retirement Specialist

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