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OUR ONE-ON-ONE FINANCIAL PLANNING PROCESS

Your Choice for Financial Services

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EMPLOYER-SPONSORED PLANS

  • DOL Fiduciary Compliance
  • Plan Documentation
  • Investment Policy Statement
  • Benchmarking
  • Participant Education
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BUSINESS PLANNING AND INSURANCE

  • Buy-Sell Planning
  • Executive Bonus Plan
  • Key-Person Insurance
  • Disability Income Insurance
  • Business Overhead Expense
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RETIREMENT AND INVESTMENTS

  • Retirement Income Strategies
  • Stocks, Bonds, Mutual Funds
  • Education Savings Accounts
  • Managed Accounts
  • IRAs
  • Annuities
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LEGACY AND PROTECTION

  • “Gifting”
  • Term Life
  • Whole Life
  • Disability Insurance
  • Fixed & Index Annuities
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Our combined experience of over sixty years in the financial industry serves to provide you with confidence that your interests and assets are well-cared for. While using a team-based management approach that makes the best use of our talented team, we are able to provide the best service to you, our client.

$ymbil is a dynamic online investment adviser platform that assesses your risk profile and recommends a risk-appropriate managed portfolio. In only a few minutes, you’ll be invested in a diversified portfolio, based on your objectives, and on your way to long-term saving and investing. All online, simple, and seamless. The portfolios available through $ymbil are actively managed by experienced investment professionals and tactically adjusted based on changes in the market.

To learn more and start investing click the $ymbil logo below. Once you are invested you can establish online account access as well as access through the $ymbil app.

$ymbil Video

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