Sat down with Mr. Holmer a few months back. Put together a nice plan for our insurance and then got to talking about my investments. Turns out I was able to move a 401k which wasn't doing much from my last job into a new account. We also set up an IRA. Saw some great returns on the accounts at year end, so I'm happy with that. We feel like we're well covered and taking steps towards a secure financial future. Definitely worth sitting down with Mr. Holmer.
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