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Welcome! We are excited to work towards your financial goals together.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Retirement Plan Rollovers: 401k and 403b

Retirement Plan Rollovers: 401k and 403b

Unsure what to do with your retirement plan once you retire or switch jobs? Give us a call and learn about the benefits of rolling over your 401k or 403b into an IRA!

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Employer Sponsored Plans

Employer Sponsored Plans

From large corporations, to single owner businesses, we’ve got a retirement plan that’ll fit your business style!

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Certificate of Deposits (CDs) offerings

Certificate of Deposits (CDs) offerings

If you’re worried about the stock market and market volatility, consider investing in CDs! Call today and ask about our competitive rates!

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Saving for Children

Saving for Children

Whether it’s to help pay their way through college, or help them buy their first house, we’ve got investment strategies to help you save for your children’s and grandchildren’s future!

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Who We Are

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What We Do

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Why We Do It

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Learning Library

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"An investment in knowledge pays the best interest." –Benjamin Franklin