Discovery

What others might call fact-finding, we refer to as our Discovery process.

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Planning

We help you to plan your future in an ever-changing financial landscape.

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Implementation

Once your financial plan is complete, you may engage us to implement any investment recommendations.

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Management

If you engage our investment management services, we can provide ongoing management of your assets.

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Learn more about our team.

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Our Values

Team

Working as a group to accomplish something bigger than ourselves.

Ownership

Taking responsibility and being accountable for the quality and timeliness of an outcome.

Initiative

The power or opportunity to act or take charge before others do.

Curiosity

Looking for a better way or just asking, “Why?”

Case Studies

Examples of how we can help.

Married with Children

After 12 years of marriage and 4 children, Joe and Elaine are ready to turn their late-night financial discussions around hopes and dreams into a real strategy. They want to assist their children in getting the best education possible while still…

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Preparing for Retirement

Jeff has just changed jobs and needs help investing the funds in his former employer 401k plan. We could help Jeff and his wife Anita with a comprehensive financial plan, and set up an IRA to help manage his prior employer retirement funds…

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Married with Charitable Aspirations

Tony and two of his co-workers left their employer to start their own company. The company was an immediate success and gave Tony and his wife Jill the freedom to travel and enjoy many adventures that they had been postponing for several years…

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Retired

Roger and Christy both recently retired and have their home of 30 years on the market. Their plan is to move out of state to be closer to their grandson who needs some additional care. We could help them develop a bucket strategy to generate income…

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