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Our Experience

Fifteen plus years' experience navigating our clients through retirement provides us with real-world insights that could help you prevent mistakes. Our extensive knowledge of comprehensive financial planning that we have acquired over our careers, along with the understanding of everyday challenges, is what sets us apart. 

Our resources are further enhanced by our partnership with Independent Financial Partners (IFP) and LPL Financial. Both firms’ research analysts provide us with real-time economic and market updates along with investment recommendations. Weekly communications with our in-house Chartered Financial Analysts adds to our awareness of economic trends.   

During our initial meeting, we will get to know and understand your personal financial situation and goals. We will then create and execute a plan tailored to your needs and, through periodic face-to-face meetings, continue to review and modify your plan as needed. One strategy does not fit all.