Broker Check
Masthead1

2918 N. Oak Street, Suite B
Valdosta, GA 31602
Main: 229.247.1474
Toll Free: 855.520.1474
Fax: 229.247.1453

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Helpful Content

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.