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Building on what you've already accomplished.

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A Family Practice with Family Values

We adhere to the 7 Steps: Financial Planning Process outlined in the Certified Financial Planners® (CFP®) Board in accordance with their Code of Ethics and Standards of Conduct.  

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Starting the

Process

Your situation is Unique. 

Let's make a Plan just for you. 

Sunset Sailboats

Investment Philosophy

We have extensive experience investing our clients hard earned money in the stock market.  Our approach is based around time tested philosophies centered around asset allocation and behavioral finance.  

Discussing the questions that keep you up at night

  • Will I run out of money during retirement?

  • How should I be invested?

  • How do I handle an upcoming inheritance?

  • My spouse just passed away, what should I do?

  • When should I take Social Security?

  • How much should I be saving for retirement?

  • How much will my children's college cost?

  • Do I need life insurance?

Recent Youtube Videos

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