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Personalized Financial Strategies

You are unique and your financial needs cannot be solved with a cookie-cutter solution.
You need strategic direction from an experienced certified financial planner that includes,
not only the management of your portfolio, but a comprehensive, complimentary
financial plan that established a mutually agreed-upon path to help you reach your goals.
For qualifying individuals, please request an appointment for your courtesy
half-hour consultation


Market Updates<br/>

Market Updates

Read our advisors latest market updates here.

"Life is a journey, not a destination."<br/><sup>- Ralph Waldo Emerson</sup><br data-mce-bogus="1">

"Life is a journey, not a destination."
- Ralph Waldo Emerson

Retirement is not a destination but a journey.  Every journey begins with the right plan.  You can use our retirement calculator to begin your plan today.

Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

Pullbacks, corrections, and bear markets are all a part of the investing cycle. When the market experiences volatility, it may be a good time to review these common terms.
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Managing an Inheritance

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
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Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.
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