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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Welcome to the Investments and Insurance Group, where you will find a wealth of information in the form of newsletter articles, calculators, and research reports.  We are a group of independent, objective, financial advisors and firms who combine our skills and expertise to best serve our client's financial objectives and needs.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  We have created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.  

Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck