January 2025: SPECIAL ANNOUNCEMENT

Please note that from January 9th until January 18th - Higher Ground will be closed while we celebrate Karen's 60th birthday at sea.

If you need immediate assistance, please contact the appropriate company/person indicated below:

For Life or Annuity questions: Dan Tucker with Partners Advantage 951-977-2630 or the insurance company direct.

For Mutual Fund questions: Chris Holloway with OSAIC Wealth Management 757-809-4708 or the fund family direct.

For Medicare Supplement / Medicare Advantage / Part D plans: Please contact your carrier direct.

If you chose to leave me a voicemail 910-391-5876 or email dbeard@isgva.com, please know that I will respond once we return.

We will be back in the office on January 21st, and look forward to serving you then!!