Achieving financial success requires knowledge, sound planning, determination, and most importantly guidance.

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Chase is passionate about people, especially helping people. Having lived all over the US, he’s thrilled and thankful to call Texas home. H

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Todd G. Civiello has represented the Retirement Planning Industry with the highest level of professionalism with over 20 years of experience. Thr

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Aaron Morris has partnered with families to enhance their understanding of many areas related to financial stability. Offering more than 20 years

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For the past 25 years Eric Cheek has provided current, insightful advice for seniors, retirees, and those preparing for retirement. Eric works on

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Ted Thatcher is a multi-state licensed financial professional that faithfully serves his clients. He is the  host of the Safe Money Radio Sh

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