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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Fee Based Planning

You're building wealth and planning for the future! Use our expertise and technology

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Wealth Management

The guidance of a Certified Financial Planner.

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Legacy And Estate Planning

Planning ahead is one of the most important decisions you make to ensure you

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Live Training- Federal Employee Benefits

FERS Benefits, Retirement Benefits and TSP Training Recommended for Federal Employees who plan on retiring

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Financial Planner For Federal Employees

Your federal benefits can be extremely valuable and it's important that you understand your

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A fiduciary is a person or organization that acts on behalf of another person

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (612) 824-1107