Broker Check

"Family Business is a team sport" 

- Beth Buckley Morgan

For our families to win financially, we must work together as a team

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Money is a tool.  Managed well and in a manner that is consistent with your objectives, it can help you live life on your terms.  We offer a number of platforms that are designed to provide access to countless institutional money managers dedicated to creating successful outcomes.  

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Life is precious.  Things can change quickly  Are you prepared for the unexpected shifts in your life and the lives of your family?  We can help you protect what is important to you.

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Game Plan

Technology has made it easy to go it alone.  You can trade, do your taxes and create a will online.  But could you be missing something that could make all the difference/save money for your family?  You need a team of professionals working for you.

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NEW blog!  The Educated Heir

Strategies for helping our families travel well together through life

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89 Years of Bulls  and Bears

While the past successes and failures do not guarantee what may happen in the future, they can offer much wisdom.  89 Years of Bulls and Bears takes a look back at events in the stock and bond markets over almost nine decades and demonstrates the importance of taking a long term view with regard to investing.  To request a copy of 89 Years of Bulls and Bears prepared by Franklin Templeton, click on the box below.

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Financial Clarity is a critical part of your family's game plan.

Our process is simple and focuses on 3 questions:  where you are now? where do you want to go? and what needs to happen to help you get there?  We develop custom strategies created specifically for you and your family

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Leadership is getting someone to do what they don't want to do to achieve what they want to achieve - Tom Landry

We help families identify opportunities to move more efficiently toward their goals

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Our Resources


We create strategies that are tailored to your needs and goals.

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Years of experience have prepared us to guide you through your life transitions.

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Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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We would like to review our family's financial strategy

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