We are a healthy fiduciary with over $200 million in client capital under management and will guide you through good times and bad. We are committed to managing your liquid assets through your own account that is connected to your personal, written investment plan.
We all have different seasons and we try to meet you where you are with a sense for what is likely to be coming next.
by Barry Brindise, CFP ®, MBA | Financial Planning Director Recent Federal Legislation Affecting Taxes And Retirement Are Set To Expire Unless They Are Extended Or
by David Maddux, CEO | CIO We sent the following note to clients on September 1st. 20 Months And Counting, But Bonds Look Great The
by Heidi Ellingson, Executive Assistant | Marketing Coordinator Where Did All My Money Go? I think we’ve all asked that of ourselves. If you’re like
The questions and concerns you have may be unique or normal for your season of life and circumstances.
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“Every client has something unique that should be acknowledged. By focusing on communication from the start, our clients are more likely to follow through on their plan.”
– David Maddux, Co-Founder
