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Aligning your goals with your financial resources can be an overwhelming and intimidating process. Our team takes the time to understand you and your unique vision for both today and for what lies ahead. By combining adept planning and prudent implementation, we can help you refine your view of success, bringing your financial and lifestyle dreams to reality. 

The journey to the life you envision is not one you should take alone, let us help you get there.

What We Do

About Us

We strive to make a positive difference in our clients' lives by helping them achieve the life and future they envision. Our team specializes in working with successful individuals and families, as well as corporate employees and executives who are in transition away from corporate life, whether due to job change, retirement, terminal illness, or sudden death. All of this is possible due to having the scale of a national financial services firm, with access to state of the art financial planning, investments, and insurance solutions, while providing a level of personalized service found at a small boutique firm.  Our success is a product of our shared values and culture.

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Community Involvement

Engagement in our local communities is an integral component of our team and firm culture. As a team, we have made a collective, conscious, and active decision to give back to the community by supporting local non-profits.  Not only does volunteering make a difference in the community we, but it also boosts morale, strengthens our team, and improves our understanding of the community around us.

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Dog Rescue

Jim brings the same passion and commitment he has for serving his clients to his efforts to rescue dogs.  He works tirelessly to save the lives of animals left to roam the streets or who are scheduled to be euthanized.  He has fostered dozens of dogs, providing them a safe, caring environment where they can regain their strength, develop trust, and prepare to transition smoothly into their forever homes. He helps facilitate the placement of adoptable dogs with new owners and donates his expertise to help various animal rescue and shelter organizations manage their finances and promote their causes.

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