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Your Fiduciary

As a CERTIFIED FINANCIAL PLANNERTM professional, we are not only required to act in your best interest, but are honored to be chosen by you to work with you and your family. Our firm is a fee-based wealth management firm. Many people ask, what is financial planning? It is making sure you can participate in gains while reducing your downside risk. It is making sure you can maintain your lifestyle through retirement. It is making sure you have enough money as long as you live. It is making sure you are able to see your financial goals and knowing whether or not you are on track to achieve them. It is analyzing various scenarios that can derail your retirement and forecast how your portfolio will weather the storms of life. As our slogan states, we want you to See Retirement Clearly. 

As your fiduciary, we adhere to the Code of Ethics and Standards of Conduct set forth by the CFP® Board linked below.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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