Services

Retirement | Accident & Life Insurance | Investment

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
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The more you understand and better manage your wealth, the more prepared you are for your goals and dreams.

Retirement Services

401(k) Planning
403(b) Planning
Estate Plans
Profit Sharing Plans
Wealth Transfer Strategies
Define Benefit Plans
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Business Succession Planning

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Accident & Life Insurance

Term
Variable
Disability Plans
Second To Die
Long Term Care
Universal
Return of Premium
Buy Sell Agreements

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Investments*

Mutual Funds
Bonds
Fixed Annuities
Educational IRA
Brokerage Accounts
Variable Annuities
College Plans
Alternative Investments
*Securities offered through SagePoint Financial

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Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Resource Center

Retirement Planning

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

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Estate Planning

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

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Investment & Asset Management

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

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Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

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Tax Planning & Preparation

Understanding tax strategies can potentially help you better manage your overall tax situation.

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Money

Managing your money involves more than simply making and following a budget.

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Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

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Useful Links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know.

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