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About Us


Financial planning revolves around your goals and objectives, like protecting your family’s well-being, educating your children, paying less in taxes, and retiring when and how you choose. A financial plan provides you with a “roadmap” you can follow to help you achieve your goals, taking your entire financial picture into account and helping you to live a healthier financial life. Our structured planning and review process enables a greater engagement with us for an exceptional advisor/client relationship.


Our Financial Services Representatives can help you with many of your financial needs. It is important to note that Financial Services Representatives are only able to provide certain services if they are licensed to do so in your state.

Preparing the Plan

Initial Consultation: Discuss our services and your personal situation

Discovery Interview: Identify financial objectives and gather appropriate financial data

Fact Review: Review and discuss objectives and data gathering info

Plan Delivery: Deliver financial plan and discuss custom recommendations designed to achieve goals

Post-plan Delivery

Implementation: Implement financial strategies with appropriate financial products

Review: Review and update on a periodic basis Requires a separate engagement if a fee-based service

* Please note that you can implement your financial plan at the financial institution of your choice. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.


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