Income Protection

Income Protection

If you are working, your income is your most important asset. We can design plans that will replace your income if you are hurt or become too sick to work.

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Investment Management

Investment Management

Our belief is that, in addition to asset allocation, it is important to have diversified investment strategies in a portfolio. We utilize professional money management firms to provide this diversification.

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Retirement Planning

Retirement Planning

Many retirees are most concerned about running out of money. In addition to market risk, inflation, medical expenses, and other risks that can disrupt a retirement plan, one often isn’t considered – Sequence of Returns Risk. We design plans that help minimize these risks.

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<br /><br />Meet Scott Mounger



Meet Scott Mounger

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Financial Planning

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Business Planning

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Social Security

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Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.