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Our Firm

Our Firm

As an independent firm, we are committed to offering complete customized and comprehensive advice.

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Our Services

Our Services

We offer a full range of investment and financial services and have access to a wide array of strategies.

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Our Process

Our Process

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Meet Craig & Kim  

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Knowledge Leads to Financial Freedom

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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A Meal for All Generations

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.
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Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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Estimate Your RMD

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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