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Financial Counseling & Investment Planning

When we meet a new client we ask a lot of questions to help us understand your goals, dreams, and investment knowledge.


We review current investments, your overall assets, and liabilities. Then we work with you to craft an investment strategy that meets your risk tolerance and goals.


We have clients in all stages of life: young families just getting started, people changing jobs with 401K rollovers, those getting close to retirement, and people already retired. 


​In addition to individuals and families, we also have clients that include businesses, non-profit organizations, and Trusts. 


Most of our client investments are in our MANAGED ACCOUNT PROGRAM. Click below for more information.

In a Meeting

"Happiness is not a station you arrive at, but a manner of traveling."

Margaret Lee Rubeck 
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