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Power through Partnership

advisor assisting clients

As true partners, our advisors are focused on addressing the unique needs of your plan.

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Annual Contribution Limits

Looking to help your employees work toward a secure retirement?  Want to plan for your own future? The IRS reviews annual contribution limits each year.  Be sure to know your limits.

Our guide can help you narrow the focus and zero in on a retirement plan that could work for you.

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Plan for the Future

How much income will you need in retirement? How much should you contribute to your company's retirement plan? Do you know how much life insurance you need?

Our financial calculators can help you develop savings and retirement goals.

Justin Callaham
President

"Empowering advisors to meet client needs drives AssuredPartners."

We are dedicated to providing advisors with the tools necessary to meet their clients needs - from best-in-class asset management, to fiduciary governance and plan design optimization, to financial wellness . Partnering with our advisors to deliver those tools to their clients is the heartbeat of what we do.


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Don’t Let Emotions Get in the Way of Your Financial Plan
Wealth Management04/03/2024

Taylor Tepper, a financial journalist for Forbes, writes that when the vast majority of us try to trade stocks for short term gain, we do a horrible job. "We sell them when we should buy," he says,...

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First Doesn’t Always Mean Winning
Financial Wellness03/27/2024

According to the American Heritage Idioms Dictionary, William Camden was the first to record the saying, "The early bird gets the worm." He included it in his 1605 edition of English proverbs.1 Its...

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How Do You Plan for a Future You Can't Accurately Predict?
Personal Planning03/20/2024

In 1992 American political scientist Francis Fukuyama published The End of History and the Last Man. This highly regarded book declared that global politics had reached its final stage. Liberal (in...

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