Our Approach

Our Approach

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

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Our History

Our History

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

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Our Values

Our Values

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

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Our Resources

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.

<p>Is a SEP-IRA Right for Your Business?</p>

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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<p>Bridging the Confidence Gap</p>

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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<p>Doubling Your Money</p>

Doubling Your Money

This calculator demonstrates the power of compound interest.
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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Glenn Herring

Glenn Herring

Retirement Planning Specialist

Karen Haggenmiller

Karen Haggenmiller

Office Manager

Rick Blackstock

Rick Blackstock

Retirement Specialist

LET'S GET CONNECTED

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