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Partnership with Insurance Agencies

The core of our practice is the work we do with clients of Nationwide insurance agencies to meet all of their planning needs.

Both insurance and investments are key to reaching financial life goals, but there must be an integrated approach. We all take the necessary steps to protect assets like your car and home, but what can we do to protect our most important asset - our income?

During our working years, our income protects our lifestyle and determines our ability to set aside money for the future. How would the family be affected if income suddenly stopped? Illness, premature death, or job loss can wreak havoc on financial security without proper planning.  

When the paycheck stops in retirement, our savings becomes our income. What are can done to protect our retirement accounts? Are we taking too much risk with investments? Our strategies are designed around the goal of maximizing the chance of success while minimizing financial anxiety.