Blog Posts

We make the complex simple.

We’re a family-owned, independent financial advisory.

We’re passionate about increasing the personal

peace of our clients with financial tools

to create greater stability and security.

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Individuals & Families

We take a custom & holistic approach when evaluating optimum strategies for individual risk management, wealth creation, & retirement.
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Small Businesses

Learn how we support corporate clients in offering comprehensive benefit packages to their staff as well as protecting their most valuable assets
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We make the complex simple.

We’re a family-owned, independent financial advisory firm. We are passionate about increasing the personal peace of our clients by using financial tools to create
greater stability and security.

GUIDING YOUR FINANCIAL JOURNEY

Risk Planning

“Dangerous Curves Ahead!”

Income Protection
Life Insurance
Long-Term Care

Accumulating Wealth

“Make Me Rich, Please!”

Tax Diversification
Cost Effective Investing

Retirement & Beyond

“Never Run Out Of Money!”

Personal Pension
Tax Mitigation
Making Your $ Work
Protect Funds Against Health Care Costs

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Scott Graves

Owner & Principal Financial Advisor
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Katie Hadad

Director of Marketing & Client Relations
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Lindsey Putman

New Business Administrative Assistant

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