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Financial Strategies

Effective solutions for every stage of life.

Investment Advice

Smart financial advice for the discerning investor.

Estate Planning

Preserve a legacy that will last.

VIP Client Process

Discover

We'll work closely with you to understand your goals, values, current financial status, income needs and the future you imagine for yourself.

Plan

We'll develop a written plan or proposal that will be presented to you outlining recommended strategies and benchmarks we'll measure.

Implement

We will select the tools and resources needed to implement your strategy and to help meet your unique needs and goals.

Monitor

We will regularly review the progress of your plan against benchmarks and changes in your life, and make adjustments as needed.

You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

Contact Us

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.
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How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.
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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.
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Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
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Meet Our Team

Brian Freeman

Financial Advisor

Frank Baird, CFP

Financial Advisor

Mark Vannauker

Financial Advisor

Ruta Didzbalis

Office Manager

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Questions? Comments?

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