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Services
Investment Services
Insurance Services
Personal Retirement Plans
Corporate Retirement Plans
Clients
Existing Clients – Account View
Prospective Clients
Resources/Tools
Right Capital – Financial Planning Software
What’s Your Risk Number?
529 – College Savings Plan
UGift – College Choice Advisor 529 Savings Plan
Pre-retirement
Timeline
Retirement Questions
Age 65+
Social Security
Medicare Supplement (Medigap) Insurance
Required Minimum Distributions – RMD
Market Information
Money Talks
Money Talks Videos
Money Talks E-Newsletter
About Us
Connect with Us
Our Staff
David J. Workman, AIF®
Matthew Jennings
Tonya Weaver
Lynne Moor
Shannon Thurman
Shannan Lea Fale
Our Story
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