Affiliate Partner of 401(k) Maneuver

Giving America's employees control over their retirement future

Who We are

We offer Investment Management as a fee only Investment Advisory Representative Firm. We are obligated, as fiduciaries, to act in the best interest of our clients. Our independent fee-only relationship allows you to rest assured there are no conflicts created by commissions and no product bias. Through our Client First process, we recommend personalized portfolios tailored to your needs and continue to monitor and adjust your accounts based on market conditions and life changes. We have an unwavering commitment to keeping our Client First through constant communication and transparency. Our goal is your success!

Risk Management and Financial Planning

Risk Management and Financial Planning

Learn about our Fiduciary Financial Services

TD Ameritrade Client Login

TD Ameritrade Client Login

Wealth Management Login

Login to track account performance

Grow and Protect your 401(k) account

Learn how to Grow and Protect your 401(k)

Enroll in 401(k) Maneuver

Enroll in 401(k) Maneuver 

For Employees

    Select type of quote :
  • Health insurance
  • Life insurance
  • Group Benefits
  • Retirement Planning

Health Insurance Quote

Contact Information:

Additional questions/comments

Is this Quote Request for business health benefits?

Yes No

Quote Information:

Have you used tobacco or nicotine products in the last 12 months?

Yes, I have No, I haven't
Married Single
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Help me to get Life Insurance Quote

Contact Information:

Quote Information

Which type of Insurance Policy Are you interested?

Benefit Amount

Term Years

Premium

Would you like a return of premiums paid after the policy expires?

Yes No

Are you a Smoker?

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Group Benefits/Group Retirement Plan Quote

Contact Information:

Quote Information

How many full-time employees does your company have?

How many years has your company been in business?

Does your company have an existing health insurance plan?

Yes No

What products is your company interested in?

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Retirement Planning Appointment Request

Contact Information:

Quote Information

I have a :

My Federal Tax bracket is :

Tax Bracket Married Filling Jointly Single
10% $0-$17,400 $0-$8,700
15% $17,400 - $70,700 $8,700 - $35,350
25% $70,700 - $142,700 $35,350 - $85,650
28% $142,700 - $217,450 $85,650 - $178,650
33% $217,450 - $388,350 $178,650 - $388,350
35% Over $388,350 Over $388,350
Your request has been sent successfully. Close this notice.