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The Millennial’s Guide to Retirement Planning
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The impact I have on peoples' lives can last for generations. I strive to help my clients preserve their hard-earned assets, help them put their children through college, and ensure that families can continue after a tragedy or perhaps the loss of a loved one. Every family or person is unique, with a unique situation; their definitions of family and financial security are all different. With the help of their personal input, I am able to identify their specific needs, and develop financial solutions that can be implemented for a lifetime of financial security.
In the paraphrased words of Booker T. Washington, we will work diligently to make ourselves, through skill, intelligence, and characters, of such undeniable value to the community in which we live that the community cannot dispense with our presence.
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