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Specialties
We specialize in putting together a Financial Strategy for our clients, we work with people that have been laid off from their jobs and have to roll over their 401K. We set up IRA and Roth IRA accounts, as well as doing Life insurance and disability for our clients
History
Established in 1994.
We got started as a one women agency and have grown to over 350 agents across the country who specialize in helping people put their financial house in order by creating a strategy for them.
Meet the Business Owner
Linda N.
Business Owner
I am the owner of this company along with my son and partner Jeff.