May 2023: SPECIAL ANNOUNCEMENT
Please note that from Mary 4th until May 14th - Higher Ground will be closed while we celebrate Don'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 Securities America 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 May 15th, and look forward to serving you then!!