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Retirement Planning

Do you know if your on track for retirement? Get your complimentary and no obligation Resulting in Advance Plan that will empirically show how to optimize your current situation.

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Investment Advice

Smart financial advice for the discerning investor.

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Estate Planning

Preserve a legacy that will last.

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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.

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.
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Understanding Extended Care

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.
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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Meet Our Team

Surya J. Metzler

Surya J. Metzler, CFS™ AIF®

Founder

L. Michael DePaul

L. Michael DePaul, RICP®

Founder

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

Mary Gibson

Mary T. Gibson, EA, MBA

Financial Advisor

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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