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David was fortunate to experience a close and beneficial relationship with his grandfather. As David's grandfather aged, he was diagnosed with dementia and it wiped out his estate. It made such and impact, David made the decision to utilize this experience to effectively pay it forward and assist others to avoid this devastating life ordeal. This experience

Retirement & Financial Planning Our commitment is to create fundamentally sound, well-constructed financial plans and investment portfolios tailored to each client's needs and goals. MUNICIPAL GOVERNMENT We assist in meeting fiduciary responsibility requirements, on-site education sessions on topical investment and governance issues and communicate

We work with you based on your retirement goals and existing financial resources to set up an exact plan on how to achieve these goals. Financial Planning is important for all stages in life. We will create a tailored wealth management plan to help you accomplish your financial goals. Learn how those changes affect you as you prepare to design a plan