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HAPPY LIVING COMES
FROM CAREFUL PLANNING

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LET’S GET YOUR DUCKS IN A ROW.

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Do you need some help preparing for your life’s next chapter? Download these seven suggestions for getting your ducks in a row as you advance in your career and your life.

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Switching jobs can be difficult process, especially when your financial future comes into play. Download these six tips - including a few ideas about your old 401(k) - to help you at your new job.

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You’ve worked hard to reach retirement, now let’s get it right. Download these seven tips to help you kickstart a happy retirement.

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There’s nothing like a new bundle of joy to help you focus on what’s important. Whether you’re a proud parent or grandparent, there are steps you should be taking to ensure a happy future for the little ones in your life. Download our tips here.

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We don't want to control you,
we just want to get to know you.


Your happiness is important to us. As your trusted financial advisor, our primary focus is you. From budget creation, to 401(k) review, to preparing you for retirement, we get to know you and provide services based on your individual needs and desires.

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MAINSTREET MARKET COMMENTARY 

You can listen to Herb Allen’s market commentary daily on the radio at 100.5 fm.
His reports are available at 5:15 pm (central time).

Audio only Market Commentary Archive - Click here


Opinions expressed are that of the author and are not endorsed by the named broker dealer or its affiliates. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell any security or to participate in any particular trading strategy. Due to volatility within the markets mentioned, opinions are subject to change without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past performance does not guarantee future results. Investors cannot invest directly in an index. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Neither HARBOUR INVESTMENTS, INC. nor any of its representatives may give legal or tax advice. For a comprehensive review of your personal situation, always consult with a tax or legal advisor.

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ASSOCIATIONS & CERTIFICATIONS

 

Chartered Retirement Planning Counselor

Professional Member

Registered Financial Gerontologist

Certified Estate and Trust Specialist
Certified Tax Specialist

The Life Underwriter
Training Council Fellow®

Registered Financial Consultant

 

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Suite 200, Rockford, Illinois 61107

CONNECT WITH US

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  •   jenniferz@mainstreetrockford.com
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