“If you change the way you look at things,
the things you look at change” - Wayne Dyer

Wealth Accumulation
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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.

Investments
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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.

Mutual Funds
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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.

Annuities
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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.
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.

529 College Savings Plans
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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.
Find a Financial Professional
- A. Moghis Mian, MBA, RICP®, LUTCF®
- A. Tony Frierdich
- A. William Dehlendorf
- Aaron Bockman ChFC®
- Addison Degen - Twin Financial
- Amy Gleason
- Andrew Pierce
- Andy Busby
- Anthony Wight, CFP®
- Arman Akbarzadeh
- Arthur R. Riley Jr. CFP®, CEPA®
- Ashlyn Gibbs
- Bailey Closser
- Benjamin Evers
- Brad Seib LUTCF®, RICP®
- Brad Masek CFP®
- Brady T. Westphal ChFC®, CFS®
- Brian Schmuke, CLU®, ChFC®
- Brian M. Roberts CFS®
- Brittany Marquart
- Brooks Kickham AIF®, ChFC®, CLU®, CFBS®, CFS®, CLTC®
- Bryan DeCoursey
- Carrie Bischof
- Ceceley Clifton
- Charlie Sottoriva
- Chase Chick
- Cheryl Linn
- Christopher Campo MBA, CFS®, CASL
- Christopher Kramer MBA
- Chuck H. Dow, CLU®, CLTC®
- Connor Silverstein
- Courtney Kesterson
- Dakota Adams
- Dan Marcotte
- Dana Riek
- David Iannetto
- David Yount, CEPA®, CLTC®
- David Heaney
- Derek Hardin
- Diona Cann
- Don Fitzgerald, CFP®
- Drew Tomek
- Dustin Irish
- Ed Drummond
- Edward Banks-Johnson Jr
- Emily Newman
- Eric Krumm
- Ethan Eitel
- Floyd Reed III
- Frank King
- Greg Harvey, AIF®
- Gregory Lowhorn
- Gregory D. Stein
- Jacob Crooks
- James Warren
- Janice Miller
- Jason Head
- Jason Cummings, AIF®
- Jason Iseminger
- Jason B. Harness, CLTC®, CEPA®, CFBS®
- Jeff Belzeski
- Jeni Osborn
- Jenna Bennett
- Jeremy Harness, CEPA®, RICP®
- John Weeks CLTC®, CPFA®
- John Dodson
- John Distefano
- John Widner
- Jordan Wright
- Joseph Thomas
- Joseph Ackfeld
- Julie Roach
- Julie Avey
- Justin Hennessey CFP®, ChFC®, CLU®
- Justin Houston
- Kara Perry
- Kasandra Cossette
- Katie Bennett ChFC®
- Katie Wojciechowski
- Kayle Wright
- Kelly Morrison
- Kelly Zurliene
- Kile Swietkowski
- Kim O'Shea
- Kody Cook
- Kristen Phillips
- Kyle Ortmann
- Lanny Curnes
- Larry R. Gann CLU®, ChFC®
- Leonard "Fritz" Sander Jr.
- Lisa Gleason
- Logan Offner
- Lori Dugger, WMCP
- Luke Niemeyer, FSCP®
- Lynn Richmond
- Mallory Immethun
- Marc Chenot
- Marc Hammer
- Mark Hiatt
- Marquisse Taylor
- Mary Busby-Simpson
- Mason Hill
- Matt Dieker
- Matt Albers
- Matt Westphal
- Matthew Merrick
- Matthew Cybulski
- Max Pulley
- Meaghan Keeven
- Megan Knight
- Megan Gary
- Michael Daley CPA*, CFP®
- Michael Middleton, CLTC® , RHU®
- Michael Vanzandt
- Michael E. Fleming
- Mike Fleming CLU®, ChFC®, CFP®, RICP®
- Morgan Paulson
- Myla Picker
- Nathan Duncan
- Oliver Byers, MBA
- Paige Brooks
- Patrick Niemeyer
- Paul Rodden
- Philip A. Miceli III
- Phillip Barringer
- Phillip R. Wight
- R. Jacob Swearingen, CFP®
- Rachel Tucker-Acharya
- Rachel Vogel
- Re'al Sutton
- Robert Herdler CLU®, ChFC®, ChSNC™
- Robert Dean, MBA
- Roger A. Koch CLU®, ChFC®, LUTCF
- Ryan Paisley, CRPC®
- Ryan S. Robinson
- Ryley Broadway
- Sam Schell
- Sam Jordan, CFP®
- Samantha Corbitt
- Sarah Ringkor
- Saz Shrestha, CFP®
- Scott Sanders
- Scott D. Colby CLU®, ChFC®
- Scott J. Wheeler
- Shelley Hines
- Sheri Levingston
- Spencer Phillips, CIMA®
- Stanton Lohrengel
- Stephanie Westwood Rothermich CLU®, CFBS®
- Steve Draper
- Steve Dolan
- Ted A. Guebert
- Thelma Ruff
- Thomas Hadican
- Timothy Smith ChFC®, CLU®
- Tina Lender
- Tom Bindbeutel
- Trenton Hyde
- Trevor Uhls, MBA
- Trevor Price
- Tyler Roberts
- Tyler A. Cox
- Tylor McDonald
- Wood Faugue