Scott R Sweet, J.D., CLU®, CFP®, ChFC®, RICP®

Wealth Management Advisor

News

5 Ways to Improve Your Finances in October

October is a great month to throw on a sweater, grab a latte and take a deep dive into your financial plan. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

5 Ways To Make Your Money Work For You

Watch this video to learn the five basic actions that are key to the best financial plans. View now.

 

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