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We Work For You

Your investment and financial plan should revolve around you. We strive to truly understand your financial goals and objectives, then build a highly sophisticated plan to meet your needs.

Financial Planning

Financial Planning

We believe a sound financial plan is the foundation to investor’s success.

Our team of experienced advisors works with you in clearly defining your goals, properly analyzing your current financial assets, then building an actionable long-term plan to help ensure a desirable outcome.

We also work closely with your existing tax and legal counsel, working together with the common goal of supporting you.

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Retirement Plans

Retirement Plans

We have extensive experience in working with small to medium sized businesses in setting up and managing their corporate retirement plans.

Our retirement plan services are designed to help employers reduce their fiduciary liability, reduce plan costs, and increase employee participation.

We offer complete turnkey solutions working with experienced partners in plan design and administration that oversee billions of dollars in retirement plan assets.

*To learn more about our retirement plan services, please contact Jason Crump.

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Investment Management

Investment Management

We employ an active investment management process designed to maximize each client’s returns while minimizing risk.

Our investment management services are unique, 100% transparent, and fee-only. Each client allocation is highly customized based on your return objectives, risk adversity, and tax status of your accounts.

We firmly believe that investment returns should be measured for consistency and that protecting from market losses is crucial to long-term performance.

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Retirement Income Planning

Retirement Income Planning

Our specialty is in meeting the needs of investors with portfolios greater than $250,000 that generally seeks consistent portfolio results for their retirement years. We fully understand that in order to create a stable income for all of retirement requires a specific blend of current income and future growth.

Using the latest in retirement income projecting software, we’re able to put together custom retirement income plans that are low cost, efficient, and flexible.

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