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Planning for Financial Freedom

Our team of independent advisors has more than 90 years of combined experience and education. Still, we never stop learning. Each year, we spend considerable amounts of time educating ourselves on the ever-changing financial market.

With an unparalleled level of professional excellence and integrity, we deliver this vast knowledge of comprehensive financial planning, estate planning strategies and wealth management to our clients across the country.

Our independent, open architecture platform utilizes best-in-class investment options. We strive to give our clients confidence that they have a team working for them at all times.

We utilize the latest technology, including a paperless office and eMoney software. In addition, we greatly respect our clients’ privacy and security concerns by using the strongest encryption software available today.