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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Most people assume financial planning is simply about the money.  Of course this is a critical component, yet there is more to it than that.  It's really about you, your values, your family, and your relationships.  From our very first meeting, we encourage you to articulate what is most important to you.  As we work through this process, a clarity and direction emerge that will set a course toward addressing the financial goals desired for you and your loved ones, in pursuit of the life you envision.

Who We Are

Who We Are

Your team of financial advisors, dedicated to always placing your interests first.

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What We Do

What We Do

We free up your time to take care of the important things in life.

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Why We Do It

Why We Do It

We enjoy building trusted relationships that span generations.

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Putting Our Clients' Interests First

We believe in placing our clients' best interests first, therefore, we are proud to commit to the following five fiduciary principles:

  • We will always put our clients' best interests first.
  • We will act with prudence, that is, with skill, care, diligence, and good judgment of a professional.
  • We will not mislead clients, and we will provide conspicuous, full, and fair disclosure of all important facts.
  • We will always be objective in our advice.
  • We have an affirmative duty of care, loyalty, honesty and good faith to act in the best interests of our clients.
Meet Our New Team Members!

Meet Our New Team Members!

J. D. White CRPC®, AAMS®

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Meet Our New Team Members!

Meet Our New Team Members!

Pam Rosenblum

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Meet Our New Team Members!

Meet Our New Team Members!

David Richey  CFP®, ChFC, CRPC 

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Download Our App

We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.

 

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