How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Robert H Watkins Jr

Robert H Watkins Jr

AAMS®, CFS®, CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Robert H Watkins Jr's website
Kenneth J Kilgore

Kenneth J Kilgore

Financial Advisor

Visit Kenneth J Kilgore's website

Team

Sarah Lundgren

Sarah Lundgren

Client Relationship Manager

Qualifications

  • Series 7 - General Securities Representative Examination
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Lisa Prasad

Client Service Coordinator

Alicia M. Watkins

Alicia M. Watkins

Business Development Manager