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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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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