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UNCOMMON STRATEGIES FOR UNCOMMON TIMES

Our mantra has always been, "Life is unpredictable --be prepared."  In these unprecedented times, you need strategies that protect your wealth and help you build financial independence, no matter what happens. 

Our Services

Focused on You

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

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Designed for You

A road map to a great financial life

Planning for only one life event would be like having only one puzzle piece and expecting the picture to come together. We utilize our comprehensive approach to help.

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Take control and learn about where your money can go today 

Take that first step to personal investing with our library of resources

FINANCIAL VIDEO LIBRARY

HELPFUL INFORMATION

4 Easy Ways to Turn the Next Generation into Savvy Savers

4 Easy Ways to Turn the Next Generation into Savvy Savers

In times like these—nearly a decade after the Great Recession and in the midst of the current crisis—teaching your kids the value of a dollar is more critical than ever.
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Give to Charity Without Reducing Your Legacy

Give to Charity Without Reducing Your Legacy

Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you...
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Not Just Equal Pay, Equal Job Security

Not Just Equal Pay, Equal Job Security

While this may feel like a golden age for the LGBTQ community—with the affirmation of marriage equality and a cultural shift embracing diversity—these successes may distract...
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Hindsight 2020: Should You Join The Great Resignation?

Hindsight 2020: Should You Join The Great Resignation?

Since the start of the Covid-19 pandemic, it’s been a rollercoaster ride for Americans.
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