You’ve worked hard for your money, so we work hard for you.

We work with friends and neighbors throughout the area to help them work toward their financial goals through the use of insurance and investment products.

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Get your retirement kit!

This retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!

Retirement Kit

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Helping you meet your financial needs is our first priority.

It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances; we also understand the importance of priorities, family and confidence in your financial future.

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Retirement Income Strategies

We can help you decide which types of products may work best within your overall financial strategy.

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Wealth Management & Investments

You may be able to use time to your advantage when investing for wealth accumulation.

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Life Insurance

Life insurance products can help loved ones maintain a standard of living and avoid financial hardships after your passing.

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Tax-Efficient Strategies

Rising taxes may be a concern for anyone — especially for individuals approaching retirement. 

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Annuities

Adding an annuity may be an opportunity to help ensure a portion of your retirement income will be guaranteed.

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Asset Protection

Diversifying your retirement assets among a variety of vehicles may offer you the best chance of meeting your retirement income goals.

MEET OUR TEAM

We have a strong team of professionals helping ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.

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BRIAN S. PEARCE

Retirement Planning Specialist

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Lee Hodges

Financial Advisor

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Tisa Knox

Principal