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OUR SERVICES

Do you have a financial goal you’re trying to achieve but don’t know where to begin? Let us guide you. Take a look at the list of services we offer below, and contact us if you have any questions or special requests.

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Personalized Financial Planning

Everyone is different, there for your financial plan should also be different. Our services are customized to meet the specific needs of each client. We will work together to build the plan that fits your needs, wants and wishes.

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Investing

Want to know more about the millions of investment options out there.

 

Here are a few things we help our clients with:

 

Guidance on: 

 

Setting up:

  • Individual Retirement Account (IRA)

  •  Non-Retirement

  • 529 Plan

  • UTMA

  • High Yield Savings
     

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Life Insurance

Calculate your life insurance need:

Sammons Financial Group | Life Insurance Calculator (midlandnational.com)

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