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Our job is to help you become financially healthy, and we do it with steadfast determination for you to achieve your financial goals. That’s why we sleep well at night knowing that you will too.


Founder and Executive Vice President Jim Meredith was named as one of Barron’s 2020 Top 100 and Top 1,200 Independent Advisors.
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We take complex issues and make them simpler

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Creating a plan that works for you now and when you retire

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Your spouse, your heirs and your favorite charities will benefit from your generosity

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For the safety, protection and confidence your family requires

Long-Term Care Planning
Your estate is protected while you or your loved one receives care

Cash Management
Collecting and managing cash flows for you
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