“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 Professional A. Moghis Mian, MBA, RICP®, LUTCF® A. William Dehlendorf Aaron Bockman ChFC® Addison Degen - Twin Financial Aimee Westrich Alejandra Walkup Amy Gleason Andrew Pierce Andy Busby Anthony Wight, CFP® Arin Owens Arman Akbarzadeh Arthur R. Riley Jr. CFP®, CEPA® Ashlyn Gibbs Austin Greer Brad Seib LUTCF®, RICP® Brad Masek CFP® Brady T. Westphal ChFC®, CFS® Brian Schmuke Brian Lorenz Brian M. Roberts CFS® Brigid Wood Brittany Marquart Brooks Kickham ChFC®, CLU®, CFBS, CFS® CLTC®, CFS® Bryan DeCoursey Carrie Bischof Charlie Sottoriva Chase Chick Chelse Swoboda Cheryl Linn Christopher Campo MBA, CFS®, CASL Christopher Kramer MBA Chuck H. Dow, CLU®, CLTC® Cindy Gross Connor Silverstein Dakota Adams Dan Marcotte David Iannetto David Yount, CEPA®, CLTC® Derek Hardin Dick Huber Diona Cann Don Fitzgerald, CFP® Dustin Irish Dylan Adams Ed Drummond Edward Banks-Johnson Jr Eli Wheeler Emily Hale Eric Krumm Ethan Eitel Floyd Reed III Fred Drummond Greg Harvey, AIF® Gregory D. Stein Hayden Smith-Rosenkrans James Warren Jamie Boydston Janice Miller Janie Eakle Jason Head Jason Cummings Jason Iseminger Jason B. Harness, CLTC® Jenna Bennett Jeremy Harness, CEPA® Jeremy Shook, CMFC® John Weeks CLTC® John Dodson John Sight MSFS, CLU®, ChFC® John Sample Joseph Thomas Julie Avey Justin Hennessey CFP®, ChFC®, CLU® Kara Perry Kathy Mueller Katie Bennett ChFC® Kayle Wright Kelia Sjoberg Kelly Morrison Kim O'Shea Kody Cook Kristina Holloran Kyle Ortmann Lanny Curnes Larry R. Gann CLU®, ChFC® Leonard "Fritz" Sander Jr. Lisa Gleason Logan Offner Luke Niemeyer, FSCP® Lynn Richmond Mallory Immethun Marc Chenot Marc Hammer Maria Alvarez Mark Hiatt Marquisse Taylor Mary Busby-Simpson Matt Dieker Matt Albers Matt Westphal Matthew Merrick Matthew Dulick Matthew Rothermich Meaghan Keeven Megan Knight Michael Daley CPA* Michael Middleton, CLTC® , RHU® Michael Vanzandt Michael E. Fleming Mike Fleming CLU®, ChFC®, CFP®, RICP® Morgan Paulson Myla Picker Nathan Duncan Paige Brooks Patrick Donlan Philip A. Miceli III Phillip Barringer Phillip R. Wight R. Jacob Swearingen, CFP® Rachel Tucker-Acharya Robert Herdler CLU®, ChFC®, ChSNC™ Robert Frazier Robert Dean, MBA Roger A. Koch CLU®, ChFC®, LUTCF Ryan Paisley, CRPC® Ryan McLaughlin Ryan S. Robinson Rylee Erwin Ryley Broadway Sam Norton Sam Schell Sam Jordan, CFP® Samantha Corbitt Sarah Ringkor Saz Shrestha, CFP® Scott Sanders Scott D. Colby CLU®, ChFC® Scott J. Wheeler Shelley Hines Spencer Phillips, CIMA® Stanton Lohrengel Stephanie Westwood Rothermich CLU®, CFBS® Stephanie Anderson Stephen Lather Steve Draper Ted A. Guebert Thelma Ruff Thomas Hadican Thomas Bindbeuetel Timothy Smith ChFC®, CLU® Tina Lender Tom Stimac Trevor Uhls, MBA Trey Backes Tyler Roberts Tylor McDonald Venessa Van Schalkwyk William Difani Zach Oldham 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.