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Vision Statement

Planning for your Financial Freedom...

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Neil  Wilkinson

Neil  Wilkinson

Investment Adviser Representative

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Jeff  Jones

Jeff  Jones

Registered Representative

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Justin  Shaffer

Justin  Shaffer

Investment Adviser Representative

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Resource Center

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Traditional IRA vs. Roth IRA

Traditional IRA vs. Roth IRA

Choosing the right path to meet your financial goals.

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Power of Tax Deferred

Power of Tax Deferred

Why are 401(k) plans, annuities, and IRAs so popular?

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<br /><br />FDG Oelwein



FDG Oelwein

guiding you through all of life's changes...

 

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Inspiration Corner

The miracles of nature do not seem miracles because they are so common. If no one had ever seen a flower, even a dandelion would be the most startling event in the world. 

– author unknown