“If you change the way you look at things, the things you look at change” - Wayne Dyer Wealth Accumulation ______________________________ Help secure a more comfortable future with solid planning today. Protecting your wealth and assets involves taking advantage of a diverse array of financial solutions tailored to your long-term needs. You may be budgeting for the mortgage on a new home or learning to manage newfound wealth. Now it's time to look toward the future to help protect your assets. As you think about ways to minimize your taxes, fund your retirement, and protect loved ones, you can work with our Financial Services Representatives to make the process easier. Learn more Investments ______________________________ Part of planning for your future involves making educated decisions about managing your wealth and savings. Our Financial Services Representatives have the knowledge to guide you through the increasingly complex roadmap of investments that are available to you in today’s growing financial market. Learn more Mutual Funds ______________________________ Whether you favor an aggressive approach or a conservative one, we offer a breadth of mutual funds designed to match your investment goals. Mutual funds may be an appropriate option for investors at various income levels, and may help to reduce the worry of day-to-day issues such as what individual securities to buy and sell, or when to buy and sell them. They offer a level of diversity that can be hard to match as an individual investor. The increased diversification may reduce volatility. Learn more Annuities ______________________________ People are living longer and that means more time and savings will be spent in retirement. If you need a tax-deferred investment to provide a guaranteed stream of income for life or a specified number of years, it might be worth considering an annuity. An annuity is a contract between an insurance company and an annuity owner. In exchange for a purchase payment, or series of payments, the insurance company guarantees1 to pay a stream of income in the future. Learn more 529 College Savings Plans ______________________________ If you find yourself intimidated by the ever-rising price of higher education, then a 529 college savings plan might be a key component in saving for a college education. A 529 college savings plan is a tax-advantaged way to save for college and pay for higher education expenses. Unlike some other savings vehicles, a 529 college savings plan may allow you to make sizeable contributions. The funds may generally be used for any qualified college or higher education expense, including tuition, room, board, fees, books, supplies, and equipment. Tax benefits may be subject to certain restrictions. Learn more Have a Question? Name Email Address Phone Question Thank you! Oops! Find a Financial Advisor A. Moghis Mian, MBA, RICP®, LUTCF® A. William Dehlendorf Aaron Bockman ChFC® Aaron Hughes Alex Walker Alicia Curtis ChFC®, CLU®, CASL® Amanda Luke Amy Gleason Amy Ellett Amy Szablewski Andrew Busby Andrew Pierce Anthony Sanders Arthur R. Riley Jr. CFP® Austin Beccue Bob Hughes Brad Seib LUTCF®, RICP® Brad Masek CFP® Brady T. Westphal ChFC®, CFS® Brian Schmuke Brian Lorenz Brian M. Roberts CFS® Brooks Kickham ChFC®, CLU®, CFBS, CFS® CLTC®, CFS® Bruce D. Ward, CFP®, ChFC®, CLU®, RICP® Bryan Bolten, ChFC®, LUTCF® Carrie Bischof Charlie Sottoriva Cheryl Linn Christie Henderson Christopher Campo MBA, CFS®, CASL Christopher Dearing LUTCF® Christopher Kramer MBA Cindy Gross Dan Marcotte Dan Snodgrass Dan Nazzaro David Travis David Emshoff David Iannetto David Yount Dillon Anderson Diona Cann Don Fitzgerald, CFP® Dorothy White Elizabeth Wilmes Elizabeth Garcia Emily Sommers Ethan Eitel Gary Sutter CLU®, CLTC® Gerry Keene, FSCP Greg Pettys Gregory D. Stein J. Todd Gentry CFP®, ChFC®, CAP®, LUTCF® Jabari Danzy Jacob Swearingen Jake Cornett James Bamber James Warren Jamie Boydston Jane Bertolino Janice Miller Jason Head Jason B. Harness, CLTC® Jenna Bennett Jennifer Donahue CLU®, CLF® Jennifer O'Keefe Jeremy Mercado John Weeks CLTC® John Dodson John Ring John Sight MSFS, CLU®, ChFC® Jorge Orozco Joseph Heitkamp JP Thompson Justin Hennessey CFP®, ChFC®, CLU® Jyl A. Barnard ChFC® Kalman Kovach Kara Perry Kara Keys Kari Snyder Kathy Mueller Katie Bennett ChFC® Kelia Sjoberg Kelly Morrison Kim O'Shea Kristina Holloran Kristy Gates Kyle Ortmann Lanny Curnes Larry R. Gann CLU®, ChFC® Laura Hoff Leonard "Fritz" Sander Jr. Lisa Gleason Logan Offner Lukas Noll Lynn Richmond Marc Chenot Marc Hammer Marcus Alstadt Maria Alvarez Mark Richardson Mary Busby-Simpson Matthew Merrick Matthew Dulick Matthew Laposa Michael Daley CPA Michael Vanzandt Mike Fleming CLU®, ChFC®, CFP®, RICP® Monica Ellison Morgan Paulson Nicholas Dragan CFP®, CRPC® Nick Schneider CFP®, ChFC®, CLTC®, CLU® Patrick Donlan Patty Becker Philip A. Miceli III Phillip Barringer Phillip Bacon Rachel Burks Richard Le Robert Herdler CLU®, ChFC®, ChSNC™ Robert Frazier Robert "Bob" Munroe Roger Lewis Roger A. Koch CLU®, ChFC®, LUTCF Ryan Drago Ryan Paisley Sam Norton Saz Shrestha, CFP® Scott Sanders Scott J. Wheeler Sean Litzenberger Shaila Korte Shannon Lewandoski Sharina Smith Shelly Hines Spencer Schoch Stephanie Westwood Rothermich Stephen Lather Stephen McGoff Steve Draper Steven Ehrhard Summer Reid Tammy McAllister Tanner Rettele Ted A. Guebert Thelma Ruff Thomas Hadican Tim Thomas Tim Wallin Timothy Smith ChFC®, CLU® Tina Lender Todd Guffey Tyler Moore Tyler Roberts Valerie Baker CFP® Venessa Van Schalkwyk William Difani Wynne Hindt Yolanda Brown MBA Zach Oldham Zachary Wood Zachary Surgeon 1 Guarantees are based on the claims-paying ability of the issuing company and do not apply to the investment performance or safety of the amounts held in the variable investment options.