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Our Values and History

Our Values and History

A Tradition Of Family. Celebrating over 62 years of Service and Trust

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Our Only Business Is Our Clients

Our Only Business Is Our Clients

Working In Your Best Interests

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Transparency 

Transparency 

Fees, products, resources: all disclosed and made clear

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Calendar of  Events

Calendar of  Events

Financial Education. Attend our educational events in 2024

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2-Minute CIO Update: 2024's Looking "Rosy" so Far (February 2024

2-Minute CIO Update: 2024's Looking "Rosy" so Far (February 2024

CHRISTIAN'S 3 TAKEAWAYS: 

TAKEAWAY #1

U.S. Economy Showed Surprisingly Strong Growth In Q4

TAKEAWAY #2

A Soft Landing Is Still Looking Likely

TAKEAWAY #3

Some U.S. Equity Markets Reaching All-Time Highs

Stay on Track. Create An Investment Plan To Achieve Your Goals

Stay on Track. Create An Investment Plan To Achieve Your Goals

Ready to take control of your financial future? Start by selecting a goal that is most important to you. You'll be able to see if you're on track and how simple adjustments can impact your ability to reach your goal.

Once you're ready, request a consultation, and we'll work together to build a plan to help make your financial goals a reality.

1. Select a goal

2. See how contributions affect your goal

3. Request a consultation to help stay on top of your finances

Help Save Lives:  Consider Organ Donation

Help Save Lives:  Consider Organ Donation

Every day 17 people die waiting for an organ transplant. The truth is that sometimes family members are not always qualified matches; sometimes a stranger is a better match than family. That is why it is so important to consider becoming an organ donor. You can register now to become an organ donor. You can be a donor after your death, or as a living donor for specific situations. Either way, your gift will save lives.

Thank you for considering becoming an organ donor.

Margaret


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