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Your retirement concerns have met their match

As independent advisors, we help you pursue your financial goals by putting your interests ahead of our own.

Get started in 3 easy steps:


1. Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.


2. Evaluate

Our Common Sense Retirement Planning system determines your retirement needs based on your unique situation.


3. Plan

Receive a custom strategy to help you pursue your unique retirement goals.

Tune in to

“Common Sense Retirement Planning”


Hosted by Tony Dale and Phillip Allen.
10 a.m. to noon
8 a.m. to 9 a.m. and 4 p.m. to 6 p.m.
on WORD Radio 106.3.

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