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Experience, Innovation, & Process

With over 50 years of combined experience in the financial services arena, the team is well equipped to provide ideas and strategies to implement a plan to achieve your long term financial success . Our interest is to work with those individuals and small businesses that are looking for a process that does not follow the traditional "financial planning" model which may have failed time and time again.

A successful plan does not rely on "hope".  Investment markets are not linear; cash flows are not static; tax rates change; life events occur; inflation encompasses more than the Consumer Price Index;  all of which will impact any financial plan. We cannot "hope" that these factors are always favorable in order for a plan to work.....because we know life is not always perfect.



Crystalize the client's financial Objectives



Review what the client currently has in place to meet those objectives



Identify gaps in planning and opportunities for improvement



Educate the client on the strategies that are best suited to meet their goals and objectives



For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why working with a CFP® professional gives consumers confidence today and a more secure tomorrow.

CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.

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No Matter Where You Are, We're Here to Help

Our financial advisors serve clients nationwide. Our collaborative approach helps ensure that all of your financial planning needs are met by a team of experienced professionals. In-person or virtually, we work to be your trusted financial professional.

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