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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
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Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.
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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.
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WE'RE WITH YOU EVERY STEP OF THE WAY

We work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

<p>Extended Care: A Patchwork of Possibilities</p>

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
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<p>What to Look for in an Extended-Care Policy</p>

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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<p>Breaking Down the Parts of Medicare</p>

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Bradley R. Teets

Bradley R. Teets

CPA/PFS, CFP®

Jacquelyn P. DeRonde

Jacquelyn P. DeRonde

Client Services Manager

Sommer T. O'Neil

Sommer O'Neil

Financial Advisor/President

LET'S GET CONNECTED

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