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Process - Strategies for All Levels of Wealth

1. Understand

We listen first and speak second; our meetings are about you. Our goal is to find out who you are at a deep level and learn what matters most to you.

2. Assess

We assess what you have, your needs, spending rates, and how your assets currently work for you.

3. Implement

We design and implement your unique investment strategy, getting you from where you are to where you want to be while maintaining flexibility.

4. Education

We establish a meeting review schedule that fits your needs. We provide our clients with the tools, information, and guidance needed to make informed decisions.

Contact us to set up a meeting or answer your questions!

Thank you!

Retirement Planning

Asset Allocation

Risk Mitigation


Investment Strategies

Income Assessment

401(k) Participants

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Xerox Employee Retirement Strategies

RIGP Pension Plan

401(k) During and After Retirement

Exit Strategy

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Comprehensive Small Business Services

Employee Benefits

Disability Insurance

Life Insurance


Business Continuity

Key Employee Insurance

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.