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Invest, Insure, and Retire on your terms
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Meet the Team
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Team Approach
We operate with a service team model. This approach includes several experienced professionals rather than one advisor. We find that this model allows us to provide personalized service and stay in close contact with the people we
serve. In addition to your dedicated service team, we have strategic resources that include seasoned attorneys, certified public accountants, home mortgage consultants, general contractors, medical professionals, and real estate agents. We believe that when the clients’ team works in concert, the clients have the greatest opportunity for pursuing their financial goals. By bringing a whole host of expertise to the table and serving as the quarterback of the extended advising team, clients are better able to maximize their time and focus on more important aspects of their lives, such as their families and careers.
We believe that clients deserve planning and service specific to their unique situation. From day one, we learn about our clients’ priorities and intentions so that their financial plan—and the investments and risk mitigation strategies therein—are driven by the clients’ inimitable circumstances and goals.
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