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Why Targeted Risk?

Why Targeted Risk?

We formulate an investment strategy that matches your risk tolerance.

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Creating Income in Retirement

Creating Income in Retirement

Investment strategies and annuities can turn your retirement accounts into an ATM. 

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Creating a Legacy

Creating a Legacy

See how your life insurance choices today can pay it forward to the ones you love.

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Lifelong Learning Workshops

Lifelong Learning Workshops

Knowledge is power, so be in the know and register for an upcoming educational workshop that will give you the information and tools to move forward with confidence.

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Events: Client, Community and Charity

Events: Client, Community and Charity

We're kind of a fun group and love the company of our clients.  We've been told the feeling is mutual.  See some of our client appreciation and charity participation events past and upcoming.

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<p>Safeguard Your Digital Estate</p>

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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<p>What Smart Investors Know</p>

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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<p>The Long Run: Women and Retirement</p>

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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Get the Support You Need For Your Financial Goals

Get the Support You Need For Your Financial Goals

Our team of experienced financial advisors will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way. 

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. The Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years. 

OUR AFFILIATES  

   

Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.



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