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With more than 40 years of combined experience, our team of professionals is ready to get to work for you. Get to know our team below!
Roger Pavkov
Levi K. Huncovsky
Scott Fahrenthold
Joseph R. Guillory
Lyle K. Huncovsky
Allie Paine III
Dianna Robins
Brady Donley
Are you prepared for retirement?
Fill out the form to receive instant access to our free, no-obligation guides “Protect Yourself Against the Rising Tides of Health Care Costs: What You Should Know about Medicare” and “Retirement Income Planning Questions Answered For the Recently Retired”. As always, we’re here to answer any questions that you may have.
Protect Yourself Against the Rising Tides of Health Care Costs: What You Should Know about Medicare
Health insurance is one of the best support systems for retirees. The ability to access medical care when you need it, and the confidence of knowing a significant portion of your medical expenses will be covered, makes growing older more comfortable. However, there may be a few aspects of this resource you need more clarity about in regards to paying for Medicare. Download our guide to learn more.
Retirement Income Planning Questions Answered For the Recently Retired
The day you retire marks the end of saving for retirement, but not the end of retirement income planning. Retirement income typically comes from multiple sources. This means financial planning in retirement requires more than balancing a checkbook. Download our guide to learn things like when to withdraw money from a 401(K) or IRA, when to divide investments between different asset classes, when to declare beneficiaries on policies, wills and trust documents, and more.