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Vision Statement

Planning for your Financial Freedom...

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Neil  Wilkinson

Investment Adviser Representative

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Jeff  Jones

Registered Representative

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Justin  Shaffer

Registered Representative

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Resource Center

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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Traditional IRA vs. Roth IRA

Choosing the right path to meet your financial goals.

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Power of Tax Deferred

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

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FDG Oelwein

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


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Inspiration Corner

Normal Day, let me be aware of the treasure you are.  Let me learn from you, love you, bless you before you depart.  Let me not pass you by in quest of some rare and perfect tomorrow.

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