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The investment principles we believe in:
Investment planning, retirement planning, tax reduction planning and estate planning all under one roof.
Work with a close-knit group of professionals who are passionate about meeting clients' needs through retirement.
Attend our next introductory dinner or have a one-on-one with us in the office. We look forward to meeting you.
“We are so glad we were referred and humbled that you have taken us on. We appreciate it more than you will ever know, and can’t tell you how much of a load you’ve taken off of us by agreeing to manage our money. I am a true believer that God puts people in your path for a reason. So happy our paths have crossed and we look forward to what the future brings!” – Patty O.
Get to know us at our next introductory dinner! Our dinners provide an opportunity for retirees or those looking to retire to learn a bit more about our firm's culture and the services we provide.
Our Team of Advisors
We believe in the power of Napolean Hill's Mastermind Principle: "Two or more people actively engaged in the pursuit of a definite purpose with a positive mental attitude, constitute an unbeatable force."
Watch Our Latest Video
We believe frequent communication between advisor and client is essential to a successful relationship. Visit our YouTube channel to watch George’s most recent video:
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