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Go Your Own Way

You have goals; we have expertise. Together, we can chart a course to your financial success.

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We keep you top-of-mind

Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future

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Understanding Your Goals

Our mission is to get to know and understand your needs, wants, and long­term goals.

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Simplifying the Complex

Smart investing doesn't have to be complicated investing. 

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We Work For You 

We Work For You 

David has 23 years experience in the financial services industry. He can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies. 

Whatever your goals, he can help you put together a plan – with minimal hassle and maximum results. 

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Check Out Our Video Rotator Below

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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A New Approach to Planning

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

Our Process

We create strategies that are tailored to your needs and goals. 


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Our History

Years of experience have prepared us to guide you through life's transitions.


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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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WHAT OUR TEAM HAS TO SAY


  • “It’s my goal to make sure every client feels heard and understood.”

    - Mindy Mathers,

    CEO

  • “We put our clients’ interests first and are honest about what they can expect.”

    - Fred Frankel,

    Financial Advisor

  • “Our job is to watch for your financial blind spots and always have your back.”

    - Bill Buxington,

    COO

How Much Do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

TELL US HOW WE CAN HELP YOU TODAY

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