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A Caring and Dependable Guide

We measure our success by the impact we have on local families. That’s why we believe in building long-lasting relationships starting early in life. In fact, we think the ideal age to begin planning is 18, as a senior in high school. Security, comfort, and happiness are attainable all along the path of life, not just at the summit. We want to help you have a safe and wonderful journey.

A good guide can make all the difference in life’s journey. That’s why we are proud to have been serving local families for over 75 years, including the children and grandchildren of many of our clients. It brings us great pleasure to consistently put clients' interests first, decade after decade, generation after generation.

Consider allowing us to help guide you as you walk the beautiful journey of life.

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The Value Investing Difference

When it comes to buying clothes, a car, or anything really, people love to get a good deal. Individuals love to find something valuable that is priced less than it’s worth. This is the same aim of value investing, only instead of clothes, we are searching for a good deal on a business.

We perform substantial independent research to find exceptional businesses that are priced well below what they are truly worth. We analyze businesses we can understand that meet strict criteria so we can invest confidently and often contrarily to the market.

Click below to learn more about how we invest differently.

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Planning a Journey

Life is a journey and having a financial planner is like having a skilled guide to help you. Life is sometimes scary, sometimes exciting, but it is always full of surprises.

We want to walk on this life journey with you over the decades.  We are happy to carry the bags and walk in the back to allow you an unobstructed view.  We will watch for the warning signs of bad weather, and we have already made plans should unexpected changes occur.  We also know the beautiful sites and side trails that you may miss should you walk alone.

The earlier you seek a skilled guide, the sooner you can confidently explore all of life’s hidden wonders.

Learn More About Financial Planning

Why Choose Us?

  1. Our mission aligns with your goals.
  2. We provide comprehensive financial services.
  3. We have successfully guided many clients like you to better futures.

Why We're Different

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