Offering You More
Solutions
Andrea Donaldson
I’m here to serve my clients however I can. They should never feel like they need to guess, always call me for anything.
Andrea Donaldson
Vice President of Retirement Plans

What brings you here?

Asset Management

Property and Casualty Insurance

Life Insurance

Financial Plan Creation

Retirement Plans for Organizations

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Do you know how much it takes to create a secure retirement?

 Use this calculator to help determine what size your retirement nestegg should be.

Retirement Nest Egg Calculator

What is wealth management?

Wealth management is all about planning for your future. It’s looking at your entire financial picture – income, expenses, investments and more – and creating a plan to help you reach your financial goals. About Us

Licensed to sell securities in AZ, CA, CO, GA, MA, MI, NM, NV, NJ, NY, WA

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2021 Fourth Quarter Outlook

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Underinsured and overexposed - Has your Home and Auto insurance kept pace with the economy

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