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Getting Started for Prospective Clients

Our clients have a choice in how they work with us. We offer clients the ability for us to provide only Investment Management or combine Investment Management with Financial Planning. With both choices, we customize solutions based on our client's goals. 


We create strategies that are tailored to your needs and goals.

We work with new investors, singles, divorced, widows and widowers.

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Years of experience have prepared us to guide you through your life transitions.

Whether you are newly married, have children young or older, we work with families of all sizes.

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Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

We work with small and medium sized businesses that are looking to grow.

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Our Appointment Process

First Appointment

Goals and Information Gathering

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Second Appointment

Discuss Solutions

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Third Appointment

Implementation & Monitoring

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