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Check out our list of upcoming seminars and classes.

Tune in Tuesdays and Thursdays 8a-9a on KMLB-AM!
Meet Jordan Smith, the director of Legacy! He and his team assist clients in providing strategies that are helpful in qualifying for nursing home benefits, while preserving family assets.

"For almost 4 decades, we have created personalized financial roadmaps - helping clients get successfully to and safely through retirement. When our clients have the confidence and clarity they deserve, something magical happens - they give themselves permission to enjoy their wealth."

If your church, charity, club, corporation or organization needs a guest speaker on almost any topic - invite us.

Investment advisory services offered through Fletcher Financial Group, a State Registered Investment Advisor.

Insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.