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EDUCATORS

403(b) & 457 Group Retirement Plans

403(b) & 457 Group Retirement Plans

Built to supplement your pension or other retirement savings. Specifically designed for education and non-profit professionals, has the flexibility to adjust as your needs change and can help you turn your salary into a more comfortable retirement.

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Pension Maximization Strategies

Pension Maximization Strategies

Maximize yourr pension through the use of life insurance. Instead of decreasing your monthly payment to include spousal benefits, you would take the higher single life payout and use a portion or all of the difference to fund a life insurance policy.

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Group & Individually Owned Life Insurance

Group & Individually Owned Life Insurance

Living in the home you love, knowing the mortgage won’t become a burden to your family/beneficiaries? Leaving a legacy to your most cherished cause? Funding an education at the best college available?

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Wealth Management Services

Wealth Management Services

Wealth management is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial planning strategy that fits your goals today and your vision of tomorrow. 

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