It’s important that the amount of risk you have in your portfolio aligns with your financial goals. Contact us to set an appointment to calculate your risk number and find out if the investment and insurance vehicles in your current portfolio are properly aligned with that number.

Discover many of the opportunities available to help you plan for your financial future.

Statler Financial Radio Show

Tune in every Saturday 12-1 p.m. or Sunday 10-11 a.m. on News-Talk 730AM to listen to Phillip Statler on the Statler Financial Radio Show.


Free Retirement Planning Kit

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.
We help create clearly defined retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do!

Do you know much risk you are taking?