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“ People don’t care how much we know, until they know how much we care" - Fran Donlan
“ People don’t care how much we know, until they know how much we care" - Fran Donlan
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
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Why Our Clients Choose Us
Our commitment to this mission is defined by three core principles: I. Collaborative Approach In-depth discovery begins our “D-3” process and involves understanding our clients’ goals and priorities A plan and strategy is developed that diagnoses and guides toward clients’ goals around family, occupation, recreation, and money Straightforward recommendations that simplify the complex and ease decision-making II. Tailored Guidance A team approach, specialized expertise, and ongoing education allow for innovation and perspective A sophisticated yet clear investment approach that allows for portfolios that are risk-managed, tax-aware, and tied to each client’s objectives The ability to collaborate and provide resources to advise in every aspect of our clients’ financial lives III. Personal Attention An experienced staff that delivers high levels of accessibility, responsiveness, and follow-through Ongoing reviews help keep clients on track and allow us to anticipate and create strategies around forward-looking issues Taking an active interest in our clients’ lives and priorities allows us to serve through all of life’s transitions
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Beyond Investing. Connecting.
When you work with us it’s about going beyond investing. It’s about connecting your life and your finances in a way that makes sense for you, partnering through each stage of life.
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Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.