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Preparing for and living in retirement is an important process.  Whether your goals are to travel, help put grandchildren through college, or simply create an income that will last the rest of your life, we are here to help.  We take a "big picture" approach to help you manage your investments and to protect and insure your assets.

Our team of professionals has worked with clients from coast to coast for many years to help them achieve the retirement they want.  We can help you address your current needs and plan for the future.  Call us to schedule a meeting and discuss your financial goals.
Latest Video Client Alert
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    Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and
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    If your employer-sponsored retirement savings plan allows pretax, after-tax, and/or Roth contributions, which should you choose?
  • Do I need to make any changes to my Medicare coverage for next year?
    During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be
  • What changes can I make during this year's Medicare Open Enrollment Period?
    Each year, current Medicare beneficiaries can make changes to their Medicare coverage for the following year during the Medicare Open Enrollment
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Securities and investment advisory services offered through NEXT Financial Group, Inc.


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Investment products and services available only to residents of : AR, AZ, CA, ,GA, IA, IL, KS, MO, OK, PA, TX, VA, UT

Check the background of this financial professional on FINRA's BrokerCheck.