Overview

Team consists of two Financial Advisors, Financial Planning Specialist and COO, Practice Manager/Client Concierge, Operations Manager, and Client Service Coordinator. Our focus is to provide comprehensive financial planning and wealth management services in a fee based platform. Our approach is refined, focused, and individually tailored to each client. Our team truly enjoys each other as individuals, and looks forward to expanding with the addition of those who share our core values and objectives. We are hoping to grow, in part, by helping other advisors successfully execute their retirement plan. If you are looking to develop and implement a succession plan which ensures your clients are well taken care of, and that your transition is personalized to all parties involved, we offer turn-key resources and support, as well as phase-outs based on your time-line.

Last Activity
6 months or more

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