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Live Your Legacy with Purpose

Your legacy is about more than just inheritance – it encompasses your values, your favorite activities, and your passions as well, and living your legacy with purpose can be the key to enjoying a more meaningful retirement.

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Our Firm

Our Firm

For over 45 years, our firm has been providing individuals like you with the confidence to handle your unique financial situation so that you can focus on things that matter to you.

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Our Services

Our Services

We are proud to offer various services for our clients in financial planning, investment management, tax planning, insurance, and more.

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Our mission

Our mission

Our ultimate mission is to provide families with objective, independent advice, and a highly personalized road map for them to follow in order to achieve success in retirement.

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Core Values

Passion to Help Others

Our passion and desire to help, motivates us each day to make a positive impact in the lives of each other, clients, and community. We want to help build and leave a legacy that impacts future generations.

Integrity

We strive to be accountable, responsible, and truthful in all our bactions with each other and our clients. Through this ideal we uphold the fiduciary standard of care and put our clients’ best interests first.

Engagement

We strive to partner with each other and our clients by involving and aligning our decision-making process to achieve the best possible solution. Our focus through active communication is to move toward a goal driven outcome.

Relationships

We strive to support each other and build meaningful lifelong relationships by showing genuine interest in the lives and wellbeing of those around us. We are proactive.

"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobel

"Look before, or you’ll find yourself behind."

- Benjamin Franklin

"You are never too old to set another goal or

to dream a new dream."

- C.S. Lewis

"Successful investing takes time, discipline, and patience."

- Warren Buffet

Understanding Risk

By taking a 5-minute quiz, we will be able to pinpoint and quantify your exact risk tolerance, allowing you to align your current portfolio with your true investment goals and expectations.

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Financial Planning

Our team will carefully develop a unique, thorough financial plan for you that addresses each and every one of your financial goals and needs.

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 Investment Management

With our time-tested Bucket Strategy, we can provide you with principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and financial goals.

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Resources

Our goal is your success. Below are some resources to help you have a successful financial future.

Articles

A collection of handpicked articles.

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Calculators

Calculate elaborate financial decisions with total calculation.

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Videos

Even more videos to enjoy.

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Presentations

Managing your money involves more than simply making and following a budget.

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