Build Wealth.
Protect Your Future.
Live the Life You Imagine.
Schedule the RIGHT Meeting for you below
New Client Intro Call
This will be our first meeting. I would like to know a few things about you! What are your retirement goals? What things you are interested in? Let's interview each other to see if we are a good fit. Once we decide, I can begin to put together a customized plan for you.
60 Min- Current Clients - Annual Strategy Session
We will review your accounts and policies and make changes as needed.
60 Min- Health insurance and/or Medicare Review
Whether you are new to Medicare, need a review of your policy, or have questions about your options, we have the solutions.
60 Min- Life Insurance
This session is designed to do a full comprehensive review of your existing life insurance policies. For those that do not have life insurance, we will discuss the purposes for life insurance such as tax planning, retirement, legacy, mortgage protection, debt payoff, etc.
60 min- Long-Term/Short-Term Care
This session is designed to help you prepare for the rising cost of Nursing Homes, Assisted Living, Home Health Care, and Bed Reservation. This comprehensive review will go over the cost of these services in your area and go over all the options available in your market area to protect your assets and legacy against the unexpected.
Group Health- Champion Health Presentation
We are excited to show you how to save money on your payroll taxes! This meeting we will share a quick powerpoint demonstrating how the program works and answer any questions you might have.
30 Min - 1-on-1 with Dustin Sutton
Book here if you have questions about your accounts or you need to talk to Dustin about anything not listed above.
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We develop comprehensive strategies that give you confidence to pursue your goals today and tomorrow.
Insurance products are offered through the insurance business Silver Key Benefits. Silver Key Benefits is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products.
The insurance products offered by Silver Key Benefits are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 2399965 - 5/24