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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

Our Qualifications

  The Investments and Insurance Group, is an office of independent financial firms and advisors. The Group's objective is to provide support to our associates in building, branding and managing their own investment and insurance practices. 

  Each of our associates has extensive personal and professional experience in the industry,  some as long as 30 years. Our qualified representatives hold various professional designations and  are licensed to offer a variety of investment and insurance options.

We are dedicated to developing lasting relationships with all our clients and believe in helping you assess your financial goals and participate in the management of your finances.

The Group also seeks to provide clear and easily understood explanations of financial products and services. 

We are looking forward to using our expertise to help manage your valuable assets while achieving your investment objectives.

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