#10A Retirement Tools- 10 Things You Need To Know To Plan Your Retirement Income As we age closer to retirement the needs of our money transition from accumulation to distribution. Depending on [...]
Serving you and your family
As a local, family-owned, independent agency, we understand that nobody cares about your money more than you do. We’re here to simplify the process by offering customized financial and insurance solutions that provide fair and equitable value, protect the safety of your assets, and provide a secure future for you and your family.
Our process begins with a friendly conversation about your current situation, future plans, & financial priorities.
You deserve a reliable insurance and financial adviser who consistently provides the sound advice you need and promptly responds to your concerns.
With over 170 years of combined experience, our team has helped folks just like you with their financial & insurance needs.
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Putting the client first. That was Bruce Porter’s vision back in 2001 when he first drafted a business plan for a new kind of financial and insurance company. Discover the history and culture that guide our commitment to your needs.
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Why they keep coming back
I love TRC, my car insurance rates went up and before I knew it Bill called me with lower rates with one of his other companies. I didn’t have to do anything except pay the lower amount and add the savings to my vacation fund!
I had my insurance with a company who advertised a lot, I thought they had the best prices because they seemed large and popular, I called TRC [The Resource Center] and they were able to save me several hundred dollars. I can’t believe I stayed with the ‘popular’ company for so long!
When I retired I wasn’t sure what to do with my 401k or when the best time to start my social security would be. Bruce met with me several times to analyze my situation and explain all of the options. I have been able to take out monthly income while watching my balance grow. I am so glad I found The Resource Center!
I contacted The Resource Center through Dave Ramsey’s website with questions on Long Term Care for my parents. Going over the options, it turns out my family needed a good estate plan instead of costly Long Term Care Insurance. Thanks Skip!
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