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Retirement Planning

Funding your retirement won’t happen by itself. Our experienced Financial Consultants will help create a strategy that progresses toward your goals while addressing any immediate needs. We’ll give you plain-spoken explanations about your options and provide guidance whenever you need it. It’s time to take control of your retirement. Here are just a few of the options to consider:

IRA and 401(k) Transition Assistance

Is your retirement savings working hard enough for you? We’ll evaluate your current retirement savings for appropriateness and value.


Annuities are a way to supplement your savings with tax-deferred money.

Annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing insurance company. Withdrawals made prior to age 59-1/2 are subject to a 10% IRS penalty tax and surrender charges may apply.


Insurance is an important component of any financial plan, providing security for your family if anything happens to you.

This material contains only general descriptions and is not a solicitation to sell any insurance product or security. For information about specific insurance needs or situations, contact your insurance agent. This article is intended to assist in educating you about insurance generally and not to provide personal service. They may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you.