Broker Check

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

The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.
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Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Tell Us How We Can Help You Today

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