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About Us

and sharing is what I do. I never want you to run out of money and have to solely rely on social security. My job and I do it well is giving you the tools and strategies to live life happily ever after. Did you know that you could use insurance to fund your retirement. I did not know until I got into insurance and retirement planning. It frustrates me that you only know what you know and my job is to share with you what you wished you knew. I look forward sharing what I know.

Our Team
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Lori Rehfeldt
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  • Roanoke, VA 24018