PLANNING TODAY IS DIFFERENT THAN IT USED TO BE!
Living longer has some serious advantages, but with Social Security benefits, personal investments, & pensions becoming less dependable— it is essential to take more control of your financial future.
meet
OUR TEAM
Kerry McManus
Financial Professional
Charles Kerry McManus is a General Agent with access to some of the most top-rated financial service companies in the industry. He has provided financial services for over 50 years and, as such, is highly respected by his clients and has become a trusted resource to his professional network.
Kirk Shamberger
Financial Professional
Kirk Shamberger has always been a teacher at heart and he loves to share his knowledge. With over 35 years of experience in sales, technology and training, Kirk has worked in a consultative role with a vast group of clients. He has built a large client base and vast networks as a result of establishing himself as a trusted financial professional. Kirk also holds his insurance license.
Erik Kolomaznik
Financial Professional
Erik Kolomaznik is an entrepreneur with 23 years’ experience in management, sales, customer service, operations, and technology. He has developed a reputation among his clients and peers for strong integrity, transparent communication, and delivering a high level of understanding in financial and business concepts.
Who We Are & Where We Stand
We are independent financial contractors who have come together to share experience, product knowledge, and philosophy to help people create higher levels of economic value.
The process uses time-tested analytical techniques to develop solid solutions, which could redefine financial planning and provide new levels of security and peace of mind.
As financial professionals, we promise to never deceive, cheat, steal, nor tolerate those who do. This shared philosophy is what brought us together as independent financial advisors seeking the same common goal.
“Thank you so much for the financial assistance and the broad financial education that you have given me…What had been a confusing dilemma for me has become much more understandable and manageable….You were able to interpret the language and concepts of the financial world for me and relay those in a clear manner that I understood. I so appreciate how very patient and generous you have been with your time and knowledge…”
- Lynn
Client
