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Our Four-Step Process

Every action we take is based on our data-driven, 4-step process.

Assess

Data-driven analysis is the foundation for everything we do.

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Plan

Individualized strategies ensure that your uniique goals are always a priority.

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Manage

Our comprehensive financial management means we're ready to address your every need.

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Review

Change is invevitable in the markets and your personal situation.  We consistently review to stay on track.

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You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.
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Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
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Meet Our Team

Matthew Smith

Matthew Smith

Head of Financial Planning and Trading

Cheyenne McClure

Cheyenne McClure

Client Service Coordinator

Brandon Welch

Brandon Welch, CFP®

Financial Advisor

David Hatch

David H. Hatch, CFP®

Financial Advisor

Marcel Pahmer

Marcel Pahmer, MBA, LUTCF®

Registered Representative / Investment Advisor Representative

Veronica Hernandez

Veronica Hernandez

Client Service Associate

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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