Luke Mangum

Insurance Strategies, Business Owners, Financial Education, Business Succession Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Retirement Income Planning, Risk Management Strategies, Military, Estate Planning, Financial Planning ®

English

Preparing for the next step in life isn’t always easy.  Knowledge is the key to a successful financial future.

I provide an analysis of your current financial situation and help you:

• Identify financial goals and concerns
• Illustrate what is being done to reach your goals and deal with concerns
• Identify gaps, if present
• Offer solutions to help fulfill your goals

MM202503-300856

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