Financial Security
Our tailored plans ensure a stable and secure financial future.
Peace of Mind
Knowing you're prepared for retirement brings unparalleled comfort.
Legacy Building
Create a lasting financial legacy for your loved ones.
Did You Know?
- "Over 60% of Americans are behind on retirement savings." - [Source: National Institute on Retirement Security]
- "Only 40% of small business owners have a retirement savings plan." - [Source: SCORE Association]
- "A staggering 70% of retirees face financial challenges due to inadequate planning." - [Source: American Institute of CPAs]
The Tolliver Agency Advantage
Tailored Retirement Services
Customized strategies that align with your unique goals.
Business Owner Focus
Specialized services for small business owners preparing for succession.
Tax Optimization Strategies
Minimize tax liabilities to maximize your retirement savings.
What Our Customers Are Saying
★★★★★ 5/5
Michael Tolliver has been a huge help to me with my financial future planning. He has been available to answer my questions no matter how small or silly they are at times. He is a professional in every manner of the word.
Sheldon C.
Google 5 Star Review
★★★★★ 5/5
I really appreciate the urgency each agent reacts to my needs. Auto insurance, homeowners insurance, insurance on a motorcycle. Investments have been so important at this time of our lives with retirement. I feel very confident in the advice given.
Janet F
BBB 5 Star Review
★★★★★ 5/5
A variety of agents are available to answer questions at the Tolliver Agency. It’s helpful to receive attention for one’s questions immediately.
Nancy F.
Google 5 Star Review
Ready to secure your future?
Let’s build your personalized retirement plan.
Your Concerns, Addressed
Yes! Mike, the Agency Owner, is very knowledgeable in both insurance and investments. With over a decade of experience, Mike is able to find inefficiencies in his customers’ financial circumstances, and explain the specific steps needed to correct those inefficiencies.
No, we do not! This is a service Mike provides free of charge to policyholders – just one more way we are adding value to our customers’ financial world!
