We Put Your Needs First
Our purpose is to invest in our clients for the long-term. From retiring early to funding a college education or fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your financial needs changing over time.
We always put clients first, seeking the highest and safest returns, while also protecting your estate and seeking the lowest tax liability.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
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Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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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.
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Amy Gentry
Business Manager
Bradley Gentry
Office Manager
Daphne Perine
Financial Professional
Gregory Gentry, RFC, CEP
Financial Professional
Sydney Gentry
Client Services