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Schedule a no-obligation 5-10 minute phone call with our office to see if you qualify for a second opinion on your retirement income strategy.
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Financial Protector®

Step #1 The Fresh Approach

This complimentary meeting gives you the opportunity to discuss your most important financial, lifestyle and retirement goals and concerns. We will help you assess your current strategy, and explore how to bring that more in alignment with your financial goals for the future.

Step #2 Great Expectations                    

Together, we will help you identify your needs, and specific challenges, opportunities and strengths currently existing in your financial situation.

Step #3 The Critical Investigation

Our staff will conduct extensive research and analysis of your current assets, risk tolerance and external economic factors. We will then construct a clear, logical financial plan to help you achieve the goals we talked about in The Fresh Approach (Step #1 above).

Step #4 The Panoramic Picture

In a comprehensive face-to-face meeting we review the options and opportunities outlined in the retirement strategy we created specifically to help you achieve your income goals. If this strategy makes sense to you, this is where you will engage our firm to manage your strategy going forward.

Step #5 The Enforcer

For assets under our management, we will provide constant and ongoing monitoring of your changing financial needs, economic events and the financial markets. Our service to you includes periodic rebalancing of your assets, ensuring that your risk tolerance and asset allocation are in accord.

Step #6 The Relationship Maximizer

Our No. 1 priority is our deep commitment to our clients. We will provide you with useful and beneficial information and communication, including regular in-person meetings, written correspondence, email updates and informational forums. We will always be available to answer your questions and provide financial and insurance services you may require.

Step #7 The Passing of the Torch

We view referrals from our clients, associates and friends as the highest compliment our firm receives. It is important for our success to continue to build a client base of people of character and values, so we greatly appreciate your referrals to our firm.

By contacting us you may receive information on insurance and investment products for purchase.

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*Insurance and annuity product guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.
Investing involves risk, including the loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.