What is your Retirement Lifestyle?

What is your Retirement Lifestyle?

Discover what your ideal retirement lifestyle is, and if you're on track for a successful retirement!

Our new Retirement Planning Tool is available for you to begin planning now! 

Click below to watch a short video about how we can help! 

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our Resources

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Client Appreciation

Client Appreciation

Sign up for our next Client Appreciation Event or get information about our next Educational Seminar!

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Market Watch

Stay up to date with recent Market changes and get stock quotes now.

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Mark S. Weaver

Mark S. Weaver

With over 35 years as a Financial Professional and former Branch Manager, Mark focuses his knowledge and experience on working closely with individuals and families to identify realistic financial goals and objectives.

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Our Process

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Our Services

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.