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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

What If Your Kids Decide Against College?

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.