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Focus On What Matters Most

We'll help you reach your financial goals so you can take care of the rest.

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WHO WE ARE

Experienced Financial Advisors

Our Financial advisors are people of integrity looking to make a difference in the lives of those they serve. Our team of financial advisors and associates have over 60 years of combined experience helping clients achieve their financial goals. 

Our Values

Integrity

"Integrity is doing the right thing when no one else is looking" — C.S. Lewis

Relationships

We truly value the relationships we have with our clients. They are like family to us.

Partnership

We love working together in partnership with our clients it's amazing what you can accomplish working together.

Respect & Trust

A business built on integrity and transparency leads to mutual respect and trust. We value and respect our clients and the trust they place in us.

WHAT WE DO

Help You Pursue Your Goals

Our first priority is helping you take care of yourself and your family. We do this by learning about your personal situation, identifying your dreams and goals, and then we create a plan to help you reach them. 

Long term relationships built upon mutual respect and trust, and that encourage open and honest communication are a distinguishing factor of our practice.

Our Process

Understand

Understand

This begins with a conversation to get to know you and to understand what's important to you. During this first phase of our process we will seek to understand your goals and priorities, your comfort level with risk, as well as getting to know where you are relative to reaching your goals.

Analyze

Analyze

We will take the information we have learned and we will analyze where you are relative to reaching your goals. This will help us to design a plan that is tailored for your personal situation and to help you pursue your goals.

Design

Design

We will design a comprehensive financial plan tailored to your personal financial goals and situation taking into account your risk tolerance, investment time horizon, tax consideration, and any other factors that need to be considered.

Implement

Implement

We will present and explain our plan, so that you understand it and are comfortable with it. With your approval, we will implement our plan selecting the specific investments, and helping you with any necessary paperwork.

Monitor

Monitor

We will partner together with you by conducting periodic reviews, monitoring your progress, and making adjustments as necessary.

Our Services

Financial Planning

We want to understand what’s important to you and design a plan that will help you achieve your goals.

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Investment Management

Investments are tools to help you reach your goals. We help make sure that your investments are tailored to your needs.

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Retirement Planning

Put our years of experience to work for you to guide you through this important phase of life.

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Estate Planning

Will the proceeds from your estate be used to fulfill your wishes? We can help make sure that it does.

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Tax Considerations

Tax considerations are an important part of an investment strategy. We will help you to be tax smart when it comes to your finances.

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Beneficiary Assistance

After a loved one’s death, we help navigate the challenging financial aftermath, and prepare for the next steps in life.

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Who We Serve

We Partner Together Through All Aspects of life

Our Goal is to partner together with you to help you achieve your goals.

Families and Individuals

Families and Individuals

"..I can now focus on having fun with my family instead of worrying about finances."

Retirees

Retirees

"They helped me map out a financial plan that's right for me and my family."

Working Professionals

Working Professionals

"Their suggestions showed that they were looking out for my best financial interests."

Business Owners

Business Owners

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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