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<b>Investment Planning</b>

Investment Planning

We create a specialized investment strategy that’s designed to pursue your personal risk tolerance, time horizon, and goals. Our firm works with an array of investment products such as mutual funds, stocks, bonds, ETFs, annuities, structured products, and 529s. Your investment strategy is a living, breathing thing that will evolve as your life does.

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<b>Retirement Planning</b>

Retirement Planning

Retirement looks different for everyone and we have the skillset and tools to help you plan for the activities you want to pursue. We work with IRAs, Roth IRAs, 401ks, defined benefit plans, profit sharing plans, and more. We also determine appropriate cash flow strategies striving to make your retirement smooth.

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<b>Estate Planning</b>

Estate Planning

Through our knowledge and experience working with estate attorneys, we help you structure your estate plan to address your ultimate wishes through trusts, wills, generation wealth transfers, and succession planning.

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Protection Planning

Protection Planning

Help protect your loved ones from the financial consequences of unexpected events. We help you review options for life, long-term care, disability insurance and more to decide on the right fit for you. We also help to set beneficiaries for your accounts and offer assistance with special needs strategies.

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<b>Tax Efficient Strategies</b>

Tax Efficient Strategies

We collaborate with your CPA to create tax-efficient strategies. Our team, led by Certified Financial Planner TM James A. Warner, has a trusted network of local CPAs that will work to help you better manage your overall tax situation for personal and business needs including strategies for capital gains, income tax, stock options, and retirement income.

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<b>Meeting Your Expectations</b>

Meeting Your Expectations

When you become a client, you become family. You'll have access to a financial advisory team and scheduled reviews of your portfolio. You are invited to our email newsletters, social media pages, educational videos, and events. You can utilize our client portal to review investments as often as you’d like. And we’re always just a phone call away. We look forward to working with you.