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Financial Confidence

Financial Confidence

We work closely with you to develop a strategy that gives you financial confidence. We have your back.

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You're Our #1 Priority

You're Our #1 Priority

Our firm is based on our relationship with our clients, plain and simple. We're here to work with you at every juncture in life. 

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Working For You, Not Wall Street

Working For You, Not Wall Street

We work on a fiduciary, best interest basis for you, not Wall Street. Your success is our success, and we’ll work with you at every step.

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Get the Support You Need For Your Financial Goals

Get the Support You Need For Your Financial Goals

Our team works with you to get to your level of financial history and goals. We tailor plans to get you started, and we will guide you each step of the way.

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Retirement and Estate Planning

Retirement and Estate Planning

The need for financial planning doesn't stop once you reach retirement. In fact, during retirement it's more important than ever to work with a financial planner to help ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs. 

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Rick  Cutter

Rick Cutter

Operations Manager

Geoffrey Lemoine

Geoffrey Lemoine

Client Service Associate

Andrew Duhovic

Client Service Associate

Lauren Spindler

Lauren Spindler

Client Service Associate Intern

<p>A Look at Systematic Withdrawals</p>

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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<p>Test Your Life Insurance Knowledge</p>

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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