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Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

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"An investment in knowledge pays the best interest." -Benjamin Franklin

Our client accounts exceed $3.9 billion*

25 offices

More than 100,000 customers nationwide

$6.9 billion+ **

*Assets include annuities, brokerage, advisory, and retirement plan assets, life insurance cash value (as of January 2017) 
**Inforce life insurance (as of January 2017) 

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Learn more

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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