Products & Providers

Now a Higginbotham Company – Please go to

Our office is available to assist you during company hours. However, some transactions must be communicated directly to the company. Here are some frequently requested service numbers:

Principal 401K

Johnson & Co.
401(k) Administrator

Lone Star 529
College Savings Plans

Western Reserve Life
Life Insurance and Annuity Products


Other Carriers Represented:

Banner Life
John Hancock
Lincoln General

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Copyright 2015 FMG Suite.
Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPCand Registered Investment Advisor. Non-securities products and services are not offered through TFA.
Securities are: *not NCUA insured * not deposits, obligations of, or guaranteed by any credit union *subject to investment risk, including the possible loss of principal amount invested.
TFA is not affiliated with InNet Financial Group, RDM Partners or the credit unions.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. We are licensed to sell securities in AR, AZ, CA, CO, FL, GA, HI, LA, MA, MS, NC, OH, OK, SC, TN, TX, VA, VI, and WA. This website should not be considered a solicitation in any other state.
A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment advisor, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment advisor, BD agent of IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.