Trust Services - Our Exclusive Provider Premier Trust
Proactive planning for a solid future
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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Tricia Carter Wood
Wealth Advisor & Founder
Adam Carter
Client Services
Karin Hutchins
Director of Operations, Client Services
Arami Hutchins
Operations Manager, Client Services
Ginger Harvey
Director of First Impressions
Kadie Carter
Director of First Impressions, Operations