College & Retirement


Retirement Planning

Why are so many American households unprepared for retirement?  Did you know that:

- Only 5 states require high school students to take a class about money!

- The average American household only has about $135,000 saved for retirement!*
- 61% of people age 44-75 actually fear running out of money in retirement more than they fear death itself!**

Our financial professionals will walk you through each step of the process, educating and guiding you to the information that will empower you to make informed choices.

College Planning

Did you know the average student graduates with $35k+ in loan debt?
They dream big! It’s up to you to protect their future whether you are there to be part of it.

The time to start saving for college is now… the earlier you start, the easier it is. The plan you set up today can follow your child (as little as 25 days old) into adulthood (covering costs such as: student loan debt, home down payment, car purchase, etc.) and well (providing income annually or in a lump sum).

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It'll not take more than 7 Minutes !!