Salty’s Retirement Presentation & Dinner Event 05/12/2021

Get advice on financial strategies that can help protect your retirement money from continued volatility and possible tax increases TOPICS INCLUDE: • The SECURE Act - How can this new legislation impact your retirement savings & legacy planning? • Learn new strategies for significant Estate Preservation benefits • Discover Tax-Saving strategies of the most successful …

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Salty’s Retirement Presentation & Dinner Event 05/13/2021

Get advice on financial strategies that can help protect your retirement money from continued volatility and possible tax increases TOPICS INCLUDE: • The SECURE Act - How can this new legislation impact your retirement savings & legacy planning? • Learn new strategies for significant Estate Preservation benefits • Discover Tax-Saving strategies of the most successful …

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Community Shred Day

As a local financial services firm, we are always looking for ways to add value to our clients and the community we serve. We thought a Shred Day for our friends, family, and neighbors would be a great way to help protect you from fraud and identity theft. This event is free and open to …

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Boeing Retirement: Optimizing Your Benefits Webinar 07/13/21

REGISTER HERE   Are you interested in learning how to turn your Boeing retirement savings into a steady income stream? Should you choose the lump sum versus the company-provided annuity? Planning for retirement is overwhelming no matter who you are or where you work. There are so many variables to consider and concerns to address. As …

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Boeing Retirement: Optimizing Your Benefits Webinar 07/15/21

REGISTER HERE   Are you interested in learning how to turn your Boeing retirement savings into a steady income stream? Should you choose the lump sum versus the company-provided annuity? Planning for retirement is overwhelming no matter who you are or where you work. There are so many variables to consider and concerns to address. As …

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Digitize Your Photos

                Many of us have spent years collecting photos of our friends, loved ones, and treasured memories. In some cases, we've inherited the photo documentation of generations that came before us. Not to mention the addition of smartphones and social media making it easier than ever to collect …

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Charity Drive for Mary’s Place

As a local financial services firm, we are always looking for ways to add value to our clients and the community we serve. We are hosting this Charity Drive as an opportunity to collect items for the local Mary's Place shelter in time for the kids to return to school in the Fall. What Mary’s …

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