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Discover Smarter Investment

Our data-backed approach helps you prepare for retirement at any age. How do you compare?

$200,000

The recommended savings for a 35-year-old with an annual income of $100,000.

$400,000

The recommended savings for a 45-year-old with an annual income of $100,000.

$690,000

The recommended savings for a 55-year-old with an annual income of $100,000.

$1,130,000

Your retirement fund at age 65, assuming you meet the milestones listed above.

Source: Investor's Business Daily, 2018

We are Dedicated to Supporting and Educating Every Client

“Experience the difference of having an independent fiduciary team of professionals working for you.” 

“Experience the difference of having an independent fiduciary team of professionals working for you.” 

- Michael L. Stokes

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Our Mission

Our Mission

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, income planning, a tax or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our mission is to focus solely on the situation of each individual client, provide straightforward independent advice, and offer our clients the flexibility to utilize all of the solutions and services available in the market today.

About Us

Your Goals, Our Strategies

Discover an array of services for all your financial needs.


  • Investments

    Do you have an investment approach you can stay with during turbulent markets? Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls. We work with you to develop a list of attainable goals.

  • Retirement and Income Planning

    Don’t settle for a piecemeal solution. Our integrated wealth management platform supports your retirement goals. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Platform For Success

    We invest in a technology partner with the experience to help you transform the way you receive scalable advice and build collaborative client relationships. Let us show you how.

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help through life insurance, annuities and long-term care solutions.

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

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<p>Forecast</p>

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.
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What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.
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