Client Services

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Retirement

There are so many questions to answer. What age will I be able to retire? Will I have enough assets so that I donít outlive my income?

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Estate Planning

With some time and preparation we can make such a terrible time of loss a little easier with concise and understood directives.

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Debt Reduction

Debt can devastate your relationships, finances, and your peace of mind. There is a way to pay off debt and gain control of your financial life.

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Life Insurance

Life insurance can help you transfer the risk of your lost income, outstanding debts, and even provide for things like college savings.

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Budgeting

The foundation to any successful financial plan is a budget that is simple and functional. We help you design an effective plan that works just for you.

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Health Insurance

As an independent broker we can shop all of the top rated companies to find the one that would work best for you. We can offer free quotes upon request.

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Seminars

Free financial seminars such as: Cross Current for churches; Financial Balance for groups, and businesses; and a Sr. Advisory workshop.

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Consulting

We have partnered with Connexus Group to work with our unique clients in the areas of business consulting/planning and executive coaching.

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