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We'll Help You Climb Your Ideal Financial Mountain

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Personalized Strategies

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

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Creative Solutions

We encourage our advisors to tailor solutions to their clients. Unique answers for every situation.

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Core Beliefs

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

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You Are Our Most Valuable Investment

I also buy coins, silver/gold bullion, and various other antiques/collectibles from area residents. This is a totally separate business endeavor, unrelated to my tax and investment practices. I work this part of my business strictly by private confidential appointment and also make house calls for large collections. Estates collections are welcome (I can even review safe deposit box numismatic contents at a bank with an executor). Please see the "Why Sell Your Coins To Me?" section for more information. Note: I do not resell to the public any of the above mentioned numismatic or bullion items, whether for collector or investment purposes. The only investments I sell are offered by prospectus (such as mutual funds) through by broker/dealer, American Portfolios, which is independent of both my tax and coin buying services.

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