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  • The Journey

    “If you don’t know exactly where you’re going, how will you know when you get there?” 

     

    Steve Maraboli, Life, the Truth, and Being Free

     

  • Integrity

    "The greatness of a man is not in how much wealth he acquires, but in his integrity and his ability to affect those around him positively."

     

    Bob Marley 

  • Team Work

    "Teamwork divides a task and multiplies the success."

     

    Author Unknown

  • Imagine

    "Life is art.
    Life is beautiful.
    Life is love.
    Life is all you can…
    Imagine."

     

    Author Unknown

  • Quality of Life

    "The greatest day in your life and mine is when we take responsibility for our attitudes. That’s the day we truly grow up."

     

    John C. Maxwell

FREE Reports

8 Things You Must Know Before Buying an Annuity

Considering an annuity? What are the pros and cons? This report details some of the most important things you’ll need to consider before purchasing an annuity.

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Alternatives to Certificates of Deposit – Combating Historically Low Interest Rates

Frustrated with low rates? Looking for alternatives? Request this free report to learn about your options!

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Diversification – Are Your Assets Diversified With Your Taxes in Mind?
 

Many investors fail to consider the importance of reducing taxes. This report will share with you one overlooked element in diversification – taxes!

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Are You Taking Unnecessary & Unwanted Market Risks?

Riding the stock market roller coaster? Wondering if you need to be? This free report will share some important considerations in reducing risk within your portfolio.

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9 Common Mistakes Investors Make With Their 401(k)

Rolling over a 401(k)? Changing jobs? Don’t make these common 401(k) mistakes!

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Common Beneficiary Mistakes
 

This report details some of the most common mistakes people routinely make when naming beneficiaries. Think you’ve got it figured out? Don’t think it could happen to you? Request this report today!

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Understanding the difference between accumulation and distribution

Thinking about retirement? Already enjoying retirement? Many retirees routinely overlook one serious risk facing them when it comes to taking income from their portfolio. This report highlights this risk and breaks down the difference between accumulation and distribution.

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Cost of Long Term Care Survey

 

Wondering how much long term care is in your area? The first step in planning is to get your hands on the most recent Cost of Care Survey which details the costs for each of the different 50 states. Request this survey today!

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