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Investment solutions tailored to you.  

Our team of financial planners work hard to fully understand your personal needs, goals, and risk tolerance in order to achieve your long-term financial objectives.

Our trademark “hands-on” service helps take the complexity out of investing, insurance, and estate conservation.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
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9 Facts About Social Security

There are things about Social Security that might surprise you.
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<strong>Welcome to the family!</strong>

Welcome to the family!

We are not your typical financial advisors. With over 90 years combined experience, our local team consists of a Certified Financial Planner, a mechanical engineer, an MBA holder, and a former manager for a major investment solutions company.

Our diverse backgrounds, education, and experience allow us to challenge conventional wisdom in our approach to investment planning.

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<b>Our Commitment</b>

Our Commitment

Our commitment is to utilize all of our resources to help you pursue your financial goals.

Our shared goal is to grow your assets subject to appropriate risk.

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