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<strong>We Work For You.</strong>

We Work For You.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.

<strong>Our First Priority? You.</strong>

Our First Priority? You.

Our business is built on a foundation of thoughtful client relationships.

Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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Starting a Roth IRA for a Teen

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.
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The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.
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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin