• “A good plan today is better than a perfect plan tomorrow.” -General George S. Patton We can review and update your plans so that you are covered against the perils of tomorrow.

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  •   “To be trusted is a greater compliment than to be loved.” -George MacDonald Let us serve as your trusted advisors.

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  •   “Execute every action of thy life as though it were thy last.” -Marcus Aurelius You can feel better about living life to its fullest when you have a solid plan in place.  

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  •   “Learn how to be happy with what you have while you pursue all that you want.” -Jim Rohn Let us help you find the way to achieve your financial goals.

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  • One of the funniest movies that I’ve seen recently is “Along Came Polly.” The 2 main characters are Reuben and Polly, and both have distinctly different personalities. In one of the scenes they are having a spat. Reuben criticizes Polly’s lack of organization and unwillingness to commit to anything in life. He suggests that she… [Continue Reading]

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  • Life Events Checklist Any of the events listed on this form could have significant implications for your present or future financial situation, needs or plans. Please let me know which of these events you have experienced recently- or expect to experience in the near future. Please feel free to call me, email me or set… [Continue Reading]

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Quick Financial Review

What's happened in your life recently? How is it affecting your plans for the future? Quick Financial Review Click Here for a Quick Financial Review