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Our Firm

With over 34 years of experience and over 85 Million Dollars of assets under management, you can be assured that you are working with a company that has the experience and knowledge that you are looking for today.

We specialize in helping people find investment and insurance solutions that meet their goals and objectives. We also add value to our services by keeping up to date on industry and legislative changes on important subjects such as: Social Security, Medicare, Taxes, Asset Preservation, Retirement Planning, Estate Planning, Long Term Care Issues and Investment Alternatives.

Thanks again for your business,

Greg Ragan - President