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About Us

Real Conversations for Your Real-World Finances

When you’re looking to make sense of financial jargon, you have a team of CFP® professionals at your side to help make dollars and cents of it. Our team has a combined 70 years of experience to provide you with the practical working knowledge you need to plan for your short and long-term financial goals such as generational wealth transfer and asset preservation.

We are proudly affiliated with SagePoint Financial Inc.

Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

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