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Independent. Experienced. Focused.

Retirement | Investment Services | Financial Planning | Insurance | Legacy

Where Your Future is Our Focus...

Our Mission is clear – to build valued client relationships with trust, transparency, and personalized independent advice at the core of everything we do.  We don’t offer proprietary products or engage in investment banking operations.  That means we’re free from outside influence to “push” particular investment products or advice.  Instead, we act in fiduciary capacity to our advisory clients.  Their best interests are the focal point of every interaction. 

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There are many milestones in life. Which one best describes you?

Young Adult

Young Adult

We create strategies that are tailored to your needs and goals.

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"Adulting"

"Adulting"

Years of experience have prepared us to guide you through your life transitions.

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Nearing Retirement

Nearing Retirement

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Golden Years

Golden Years

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Are you looking for something specific?

Have You Stress Tested Your Portfolio Lately?

Find Your Risk Number Today!

Free Analysis

Guided Wealth Portfolios

Online Management with a Personal Touch

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Featured Content:

AI Tools Changing Retiree Entrepreneurship

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
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Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.
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Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Come Visit Our Offices!

Phoenix, AZ

Webster, NY

Chico, CA