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Starting Out / Starting Over

We have clients who have come to us when they are still in college or just about to graduate from college.  Additionally, we work with those who have had to start over after becoming over-extended and filing for bankruptcy, or those who have gone through a divorce.  On the opposite side, we have widows that have sudden wealth and retirees that have worked a lifetime and their portfolio has little value.  In short, our clients are like you, your family and your friends. Whatever the reason you came to us, know that we will work with you towards financial independence or keep you there.

Getting to financial independence isn’t easy.  Many clients stay with us to help ensure they stick to their financial plans and are able to adapt and respond swiftly to changing circumstances.  They also know that we are constantly looking for ways to save them money, ensuring they are only paying their fair share of insurance, taxes, etc.

Are you uneasy about your finances?  Do you want to make sure that you are making all of the right financial moves?

If you’re ready to see what it is like to work with a financial advisor, give us a call!  We offer a one-hour complimentary consultation.

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In accordance with the Investment Advisors Act of 1940, NO information contained within this website pertains to asset management, returns on portfolio or market related financial guidance. All information included in case studies are in broad scope and do not reflect any changes in portfolio values. We do not guarantee financial returns.