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Our Services

We offer services to help our clients plan for tomorrow and live for today. Our services are customized to each of our client’s individual needs and goals.

Planning Services

Our Planning Services include:
Financial Planning

Retirement Planning

College Funding

Estate Planning

Investment Solutions

We also offer a wide range of Investment Solutions to meet your planning needs such as:

Individual investments
Managed Accounts

Tax Managed Accounts

Mutual Funds

Annuities

Stocks

REITs & Bonds

Retirement Investments
IRAs

Roth IRAs

401k

403b

457

Simple IRA

SEP IRA plans

Family Needs
Life Insurance

Long Term Care & Disability Insurance
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 IMPORTANT DISCLOSURES

Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser. Fixed and traditional insurance offered through The Financial Group of the Southwest, which is not affiliated with FSC Securities Corporation.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient, any review; copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message.  If you do not wish to receive marketing emails from this sender, please reply to this email with the word REMOVE in the subject line.



This communication is strictly intended for individuals residing in the state(s) of AL, AR, CO, GA, IN, IA, KS, KY, LA, MD, MO, NM, NY, OH, OK, TN, TX, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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