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Helping You Achieve a Financial Peace of Mind

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

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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.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

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Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

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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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