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Helping You Achieve a Financial Peace of Mind

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Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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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.

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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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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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

Retirement Planning Specialist

Karen Haggenmiller

Office Manager

Rick Blackstock

Retirement Specialist

LET'S GET CONNECTED

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