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>Social Security: Two Benefit Strategies Eliminated</p>

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
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<p>Global and International Funds</p>

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
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<p>U.S. Personal Savings Rate</p>

U.S. Personal Savings Rate

What can be learned from the savings rate?
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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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