RESOURCES

The One Mistake Most People Make With 401K() Contributions

The IRS has a few rules when it comes to 401(K)s and taxes. The first is that we have to start taking… Read More

2023 Pension Buyouts: How Interest Rates Are Affecting lump Sum Offers

Rising interest rates will cause lump sum pension buyouts to… Read More

Quest Financial USA 2022

This webinar provides a great foundation of financial investment education, explaining the three characteristics every investor is looking for, safety, growth and liquidity… Read More

Are you looking to save more money? Click here to read more.

Learn how we leverage the benefits of different financial institutions to get a near perfect balance in your portfolio… Learn More

4 SECRETS TO RETIRING STRESS-FREE

Join us for a free live webinar! Our Chief Marketing Officer and Co-Owner, Jeff Perry, will be sharing the best financial tips and how to avoid common mistakes when planning for retirement. Click the button below to register for the next webinar.

Register Here

Click the links below to listen to the Financial Podcast, hosted by Chief Investment Officer and Wealth Manager, Bill Revoir. 

 

 

Podcast 1
Podcast 2
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​Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.
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