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About
As your trusted advisor, our job is to help you make smart decisions about your money. But our personalized approach is about so much more than that. We strive to understand what is important to you from generating income and protecting your financial security to assisting aging parents and legacy planning. We spend a lot of time looking for ways to reduce taxes in retirement. And most important, we offer guidance and clarity for decisions that come up throughout the year. Our firm is independent, which means that we are not beholden to any company’s goals or relationships which could color our recommendations to you. We are a fiduciary advisor in everything that we do, which means we put your interests ahead of our own.
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