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Our Philosophy and Mission Statement 

Our Philosophy and Mission Statement 

Our mission is to free our clients from financial concern, to counsel according to our clients' individual goals, to listen, to strive to exceed our clients' expectations, and to enrich our community.

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Employee Benefits Division


Group Health and Life 

Dental and Vision

401 (k) and Pension

Helpful Content

Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Helpful Retirement Strategies for Women

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.