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You-Focused Planning

We offer planning that puts you and your passions first.

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Medicare Annual Election Period
October 15th - December 7th

Individual Open Enrollment Period
November 1st - December 15th

As an independent financial services firm, we work closely with several insurance carriers and can help create customized solutions that fit your needs — not our bottom line. As part of our commitment to creating you-focused strategies, we offer no-obligation  consultations.

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Get Started in
3 Easy Steps:

  • 1

    DISCOVER

    Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

  • 2

    EVALUATE

    Using the Dream Focused Wealth Plan, we’ll examine your current financial situation and determine your retirement needs.

  • 3

    PLAN

    Receive a custom strategy to help you reach your unique retirement goals.

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INSTANT DOWNLOAD

Would you like to avoid surprises at tax time?

Tax laws change every year — and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. In this 12-page guide, you will find out:

  • How inflation could affect your tax bill
  • Why proactive planning can help give you financial confidence
  • How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy

 

Get your copy of the Taxes Report!

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Download Now!
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INSTANT DOWNLOAD

Are you using life insurance to its full potential?

Did you know life insurance can help you reach your retirement goals and even offer some tax advantages? Download this 8-page guide to learn:

  • Why life insurance can be a key part of a diversified retirement strategy
  • How life insurance can help ease the financial burden on loved ones
  • Ways income tax-free distributions are possible

 

Get your copy of the Building Your Bridge to Retirement Report!

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Download Now!

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Risk Number?

 

Capture your risk tolerance and see if your portfolio fits you.

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Ready to Take The Next Step?

For more information about any of our products and services, schedule
a meeting today or register to attend a seminar.
CLICK HERE to see what we’re doing to keep your visit safe during the pandemic.

Schedule a Meeting

Or give us a call at 989.692.2200