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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.

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.

<p>Surprise! You&#8217;ve Got Money!</p>

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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<p>Retiring in a Post-Pandemic World</p>

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.
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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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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. 

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Test Your Investment Knowledge!

How much do you know about investing? Take our quiz and find out instantly.



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