Being an Accredited Investment Fiduciary and CFP Professional means that we position ourselves on the same side of the table as our clients. We help you with investment planning, minimizing taxes, and maximizing your legacy by working with accountants, attorneys, and other trusted advisors. Have confidence in knowing your money is held with an established institution you can trust:.

Michael and Lisa didn't think about retirement. They have a thriving business and life is going well for them. But now as they sit at their daughter's wedding, they start to realize that they want to have more time to spend with their family and they need a game plan on how to approach their business.

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The age-old expression of "it takes a village" is not only true in raising a family, but it is also true in financial planning. There are many partners in your journey to creating a legacy, financial advisors, estate planners, tax specialists, asset managers, insurance specialists, and portfolio managers.

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We are here to be your trusted advisor that shines a light on the obscurities of your financial world. If you are interested in learning more, please feel free to complete the information questionnaire below. We look forward to talking with you in the future! Thank you for taking the time to review our site and video.

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THE PURPOSE: To provide both of us an opportunity to get to know one another, review your situation overall, explain our compensation model, and answer any questions you may have. THE DELIVERABLE: If we both agree to move forward in our process, we will work with you to provide a no-cost and no-obligation retirement plan and tax evaluation.

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