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The Millennial’s Guide to Retirement Planning
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Life never stands still. It evolves, changes direction, and sets up new possibilities. That means your approach to financial security cannot be static either; because as your life changes, so do your needs and goals.
My team and I can help you identify your financial goals today and create an integrated personalized plan including world-class investments and insurance products to help protect and growth wealth. Our areas of specialty include Life Insurance, Long Term Care and Disability Insurance Planning as well as Retirement Planning.
We look forward to helping your family and you achieve financial security.
"My purpose is to add value to every person I meet by understanding the path they took to achieve their present-day goals and how I may contribute to their future.
Life is about relationships and the sincerity in which we pour ourselves into others.
Professionally, my team specializes in helping business professionals and families plan, develop and execute a game plan for financial security."
–Chawn Payton
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4