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Lets review your account to identify any potential gaps in coverage and to make sure you are receiving all possible discounts.  

Term Life Insurance for a maximum of 35 years

- Can be renewed once time is up

- Cheaper than Whole Life Insurance

- More Death Benefits for less monthly premium

- Riders can be added and premium is subject to change.

Individual Retirement Accounts

- Roth IRAs 

- Traditional IRAs 

- 403(b)

- Annuities

If you had a 401(k) or another qualified retirement account with another bank or financial institution, we can help you rollover or transfer that balance with us.

College Accounts for individuals under the age of 18

- Custodial Account for a specific Student at a time

- Section 529s

- Coverdell

- UTMA

- UGMA

These can be transferred to other students if the current student does not need it or chooses not to use it for college.

Without a comprehensive strategy and solid foundation, a business will fail — let us guide you through the process.

Please provide your phone number, and once scheduled I will contact you at the selected time.