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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.


The Wise Choice For <br />Public Employees&#174;<!--EndFragment--><br />457(b) Plan&#160;

The Wise Choice For
Public Employees®
457(b) Plan 

The plan offers Vanguard mutual funds as the core investment choices. 

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Retirement Healthcare&#160;<br />Funding Plan

Retirement Healthcare 
Funding Plan


How would you like to pay for your healthcare costs in retirement including insurance premiums tax free?

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The Wise Choice For <br />Educators&#174;<!--EndFragment--><br />403(b)/457(b) Plan &#160;

The Wise Choice For
Educators®
403(b)/457(b) Plan  

A low fee, transparent and high service alternative to the supplemental retirement plans offered by insurance companies.

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