Our Mission

"Our mission is to make an impact and a difference in people's lives, through the work we do in providing financial security to our clients as well as serving others through volunteering in our community.”

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Michael Mohr


Our Approach

For over twenty-five years Mike Mohr and his team have been committed to helping their clients define and achieve their financial goals for themselves and their families. Our approach extends to client relationships, where we collaborate with you on a personalized plan to accumulate and grow your assets, while managing risk and the impact of taxes over time.


The Six Risks That Can Impact Your Retirement

You’ll spend decades saving for retirement, but the ability to live the life you envision when you’re actually in retirement takes more than setting aside a certain amount of money. What steps can you take to help ensure your money lasts long enough? Watch this video to learn the six most common risks that can impact your financial security in retirement.

Michael W Mohr, RICP®

Wealth Management Advisor

Largest Dividend Payout in Company History

In 2020, we expect the largest dividend payout to policyowners in company history. Read more.

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

How One Couple Built Their Dream Backyard

One couple saw a property flaw as the chance to create the backyard of their dreams. Read more.

 

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