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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.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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Meet Our Team

Brandon Welch

Brandon Welch

Financial Advisor

David Hatch

David H. Hatch, CFP®

Financial Advisor

Matthew Smith

Head of Financial Planning and Trading

Cheyenne McClure

Client Service Coordinator

Veronica Hernandez

Client Service Associate

Marcel Pahmer

Marcel Pahmer, MBA, LUTCF®

Registered Representative / Investment Advisor Representative

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.

Questions? Comments?

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