Steve Womack

My agency recently became dual licensed and is able to serve Mississippi customers as well. I serve on the board of directors of the Cooper-Young Business Association as President and am a Cooper-Young Festival Board Member. My focus in the agency is to serve our customers first and treat them as the Golden Rule says. In fact, that is our agency's vision statement.

Using the RICP (Retirement Income Accredited Professional) education and training, I work with our customers in planning for retirement, specifically on formulating plans to spend down the assets that have been accumulated in the most tax efficient manner, including how and when to file for social security. These conversations may be uncomfortable at first, but avoiding them before you get married could prove costly down the road.

Help keep your friends and family safe on the water by making sure you're prepared for an emergency situation. For your protection, please do not include sensitive personal information such as social security numbers, credit/debit card number, or health/medical information.