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 Life moves pretty quickly.

Our mission is to assist you in building upon your achievements by leveraging state-of-the-art technology, providing comprehensive financial planning solutions and providing exceptional customer service.

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A Different Approach to Wealth Management

In today's rapidly changing financial landscape, individuals often find themselves at a crossroads, uncertain about the best path to take with their investments. With our unique approach to investing, we can guide you through these crossroads, providing clarity and confidence in your investment decisions. By leveraging cutting-edge strategies and technologies, our innovative approach can help you navigate market shifts, seize emerging opportunities, and stay ahead of the curve, ultimately helping you achieve your financial goals.

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How We Help

Individualized Portfolio Management

Empower your financial future with proactive financial management, where dynamic strategies and a direct approach enhance opportunities.

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“Hands-On” Retirement Planning

Our team takes care of managing and trading in your retirement accounts today, regardless of whether you have a defined contribution retirement account (401k), 403b retirement account, or a TSP retirement account.

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Tax Efficiency Solutions

We assist you with strategies in mitigating, postponing, or diminishing your tax losses, helping you keep more of your money and strategically managing your tax liabilities.

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Family Legacy Preservation

We work closely with you and your estate planning lawyer to make sure your estate plan is well-structured and in line with your goals.

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Protection Planning

The best plan is preparation. Our insurance planning services encompass life, disability, and LTC, where we conduct a comprehensive review to ensure you have optimal coverage at the right price.

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Digital Assets and Alternative Investments

Our curated suite covers a wide spectrum, from cryptocurrencies to private equity, private debt, and tangible real assets. We provide tailored solutions to meet your investment needs, ensuring you're well-positioned in the ever-evolving financial landscape.

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Helpful Content

Trending articles, videos, and more to keep you informed on the financial front.
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Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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My Retirement Savings

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.
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Net Unrealized Appreciation (NUA) Explained

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?
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Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

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