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OUR HISTORY

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OUR MISSION

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INDEPENDENT

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How can you leverage different investment options?

We manage pension plans, IRAs, deferred compensation plans and taxable accounts

We seek to simplify various investment strategies, offer honest advice and help develop a long-term plan based on your needs and objectives.

Our clients and offering insightful advice is our priority.  We have built our firm around helping our clients succeed.

Our Most Recent Blog Postings

<sup><span>Weekly Market Insights: &#160;Economy slows; stocks Retreat</span></sup><sup><span>May 2, 2022</span></sup>

Weekly Market Insights: Stocks Raise White Flag to Bad News

August 7, 2023

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<sup><span>Will the GDP Report Suggest a Recession?</span></sup><sup><span>May 2, 2022</span></sup>

Inflation is Still 'Too High'
By Kurt Stabel

July 31, 2023

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<sup><span>A Failure of Imagination</span></sup><sup><span>May 2, 2022</span></sup>

Weekly Market Insights: Stocks Jump After Inflation Gauge Cools

July 31, 2023

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Our Services

Focused on Your Best Interests

We do not focus on product sales or commission-based portfolios. We focus on you and your financial goals. Our services cover investment management to advising on various financial strategies to help protect and grow your assets.

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"Someone's sitting in the shade today because someone planted a tree a long time ago" 

- Warren Buffet

“The conventional view serves to protect us from the painful job of thinking.” 

- John Galbraith

Designed for You

A New Approach to Investment Management

While most investment advisors use a "one-size fits all" approach, most people actually have different options as retirement vehicles. We utilize a comprehensive approach to help design investment and retirement options that work best for you.

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“The conventional view serves to protect us from the painful job of thinking.” 

- John Galbraith

"Someone's sitting in the shade today because someone planted a tree a long time ago" 

- Warren Buffet

Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources

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