Ron’s Video Message to You

Ron resized

Please watch Ron’s video message from today as he analyzes factors in the U.S. and China that have contributed to the correction in the markets. He provides perspective about our focus on seeking to help you meet your long-term financial goals.

We Provide Solutions With Your IRA Rollovers

IRA Roth 401(k) nest eggs

What are some of the things that can happen if you don’t correctly handle transactions with your retirement accounts? For example, if you use the wrong terminology regarding IRA transactions, you could make mistakes. You could lose tax deferral status for your hard-earned savings for retirement. You could be forced to pay out unnecessary tax penalties. We can […]

Volunteers Live Longer

Volunteers hands together

Research has shown that older Americans who volunteer frequently live longer and report less disability. According to data from the Corporation for National and Community Service, 18.7 million older adults – more than a quarter of those 55 and older – contributed on average more than three billion hours of service in their communities per year […]

Let’s Look Forward

Retirement Key

What can your future look like in retirement?  Watch this two-minute video to learn more about the value we can bring to helping you turn your retirement dreams into reality.                  

Lump Sum or Monthly Pension Payment Options

Retirement Key

Many retirees are given the option with their company pensions of taking a fixed monthly payment or accepting a single lump sum payment.  Careful consideration should be given to making the proper selection, because once you choose one or the other, your choice is locked in for life. The monthly payment option typically also comes […]

Financial Planning for You

Financial planner explaining to a couple

Watch this two-minute video to learn how our planning process can help you achieve your important financial goals.          

Video for Pre-Retirees

Key to retirement in hands

You’ve built your nest egg over many years, and you want to enjoy the rewards of your life’s efforts. Watch this two-minute video to learn more about how our planning services can help you to achieve your dreams for retirement.  

Getting From Here To There

The Ozarks in Missouri  6/11/2014

When you work with us, we’ll help you to save and invest, then grow and protect your money for retirement. Watch this video to learn how it’s better to have a strategy (other than relying on luck) for getting ready for retirement. The road between “here and there” is shorter when you know the way, and we […]

You Don’t Have To Walk Alone

Virginia back roads

Planning for your financial future is a journey that you don’t have to take by yourself. Ron and our team want to learn more about what it’s like to walk in your shoes so we can be of help to you in your journey through life. Watch this 2-minute video to see how we can assist you with your […]

Watch This Video About Retirement Income

Senior couple working at laptop

To retire right, you need to know what to do with what you have saved.  Do you know your retirement options? Watch this video to learn more about the options available for you. Then give us a call at 712-256-4856 to arrange a time to visit together about your retirement dreams and your financial preparations to realize […]