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The road to retirement starts here

Take control of your retirement plans with us today - call for a FREE consultation!

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The sooner you start, the more you'll save

It's never too soon to think about your retirement plans? Will you have enough to retire happily and securely? Put our over 25 years of retirement planning experience to work for you and take the first step toward a richer, fuller retirement.

Our plans include:

  • Traditional IRA
  • Simple IRA
  • 401(k)
  • Education IRA
  • Profit sharing
  • Roth IRA
  • Index annuities
  • Variable annuities
  • Fixed Annuities
  • Immediate Annuities

Securities offered through SagePoint Financial, Inc., member FINRA/SIPC.
Legal services offered through Susan Swinehart, Esq. are independent of SagePoint Financial, Inc.

Call for your FREE consultation today!


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