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Our Process

We are passionate about helping individuals build, maintain, and transition wealth.  We look to provide value through an in-depth financial planning process and evaluation, applying technical knowledge to each individual's financial situation and goals.

Dry Woods

Comprehensive Strategic Planning

Our advisors take a strategic approach in reviewing your financial situation and making recommendations with your entire situation in mind.

Autumn Road

Research Driven Diversification

We take care to diversify your assets for your situation using a research-driven approach and use strategies designed to help maximize retirement assets, minimize taxes, and efficiently transition wealth.

Bench on Autumn Leaves

Risk Management

We help you better understand the concept of risk and how it applies to your situation with both portfolio management and insurance planning.

Park in Autumn

Cost Control

We believe that many portfolio managers charge fees that are excessive for the services they provide.  Our fee structure is approximately .50% less than industry average.

Country Field

Exceptional Service

We are committed to fostering a long-term relationship with you based on confidentiality and trust. If we are not able to connect immediately, we will get in touch with you within 24 hours.

Fall Foliage

Institutional Approach

We have big city, institutional resources with a local, small town feel.  

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