GET ON THE ROAD TO FINANCIAL SECURITY

Preparing now is the first step to enjoying your time in the fast lane. Speak to one of our advisors today, to plan for tomorrow.

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IDEAL RETIREMENT

How does your ideal retirement differ from reality, and what can we do to better align the two?

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INVESTMENTS

You’ve made investments your whole life. Work with us to help make the most of them.

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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.”

- Michael L. Stokes

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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.

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