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5 Times You’ll Be Able to Teach Your Kids About Money Management
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We are investment focused Financial Professionals committed to using the finest resources and financial tools to benefit our clients.
Our goal is not only to help you plan better, but to help you feel more confident in the decisions you make.
Our plans and investment programs enable clients to live confidently, retire comfortably and have the knowledge that their estate plans will satisfy their goals and wishes.
Our team is committed to be a positive force in our agency, network office and community.
Our future growth will never be at the sacrifice of the high standards of quality and integrity with which we have served existing clients for over twenty years.
To ensure such a mission is continued throughout our clients’ entire lifetime, Donald Bowers will not retire and a succession plan is in place for the unforeseen to provide continuity in our services.
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