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Our Process

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

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Our History

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

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Our Values

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

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Our Services 

As specialists in financial planning we will create a financial strategy exclusively for you based on your own  personal  goals, desires and expectations.Attainable - Understandable - Personalized.  In short, it is what you would design for yourself if you had the time and the training.

We recognize the need to consult with your other personal and business advisors. It is important that any financial strategy developed for you be coordinated with other advisors and programs already in place.

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For the initial review and consultation there is no charge.  A client’s fee, if any, is determined by the amount of work involved and the complexity of service. Work may be done on an hourly or project basis, but in either case it is agreed upon in advance. Our compensation may be derived from remunerations earned from the placement of securities or insurance programs.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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