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Financial Planning

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Financial Advisor

Freedom

 

FREEDOM is having more time to do what you want. Let us help as your trusted advisor.


what we do

Financial Advisor

Security

 

SECURITY is knowing that you and your loved ones will enjoy the best possible lifestyle.


why choose us

Financial Advisor

Clarity

 

CLARITY is knowing the financial parameters within which you can construct a happy life.


who we are

retirement planning

empowering all to discover their definition of wealth while providing the confidence to achieve it

Talk to a Wealth Advisor


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“I believe you must set your sights high but find that empathy and humility are crucial to finding the values that will lay the course for your personal plan.”

Robert B. Dunn, CFP®
President, Managing Partner

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“Most people don’t care about money. They care about what money can do for them and their loved ones.”

Ryan Vogel, CFP®
Senior Wealth Advisor, Partner


Independent

Independent

We offer customized, non-proprietary solutions solely in our Clients’ best interest.

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Fee-Only

Fee-Only

Unlike many advisors, we never accept sales commissions; instead, we charge a reasonable fee.

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Wealth Management

Comprehensive

It's more than just investing successfully. We understand the big picture.

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26 AUG

Ignore your Instincts

It is instinctual, as human beings, to DO SOMETHING when we feel vulnerable, unprotected or not in control of what is ours. This impulse, though very much a part of us, can be detrimental when it comes to our investments.

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11 AUG

Risk Tolerance: Know your Score Before you Invest

Having a good understanding of each of our clients’ risk tolerance is crucial to the successful implementation of a financial plan.  In evaluating someone’s tolerance for risk, we take into account several different factors.

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