In the News

Leave Your Life Story As A Legacy

Providing a legacy to your heirs encompasses more than leaving material goods, such as life insurance proceeds, funds in a retirement account, real estate, or possessions.

Smart Financial Habits

Here are a few nuggets from a recent article in Forbes, titled Smart Financial Habits The Wealthy Follow. We hope you find something you can use.

Does A Roth Conversion Make Sense For You?

We receive many inquiries about retirement accounts. One area of particular interest is Roth conversions. This can be an effective strategy for some and not for others.

Forbes Best-in-State Top Financial Security Professional 2025

Curt Eskew has been proudly named by Forbes on this year’s ranking of Top Financial Security Professionals in each state across the country. His goal is to serve clients with unmatched excellence, so this award is a reflection of the real value he delivers to his clients. He strives to continue to prioritize providing reliable solutions and guidance to his clients.

Curt was chosen as one among a very small group of financial service professionals in the state to receive the recognition this year. The list features a ranking of the best insurance professionals whom families rely on for wealth preservation and protection. Financial Security Professionals were selected by an independent research firm based on various qualitative and quantitative data and one simple notion: “Would we recommend these professionals to a family member or friend?”

Read more about the Forbes SHOOK® Research Top Financial Security Professionals list and the ranking methodology here: https:// www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/