We offer customized, non-proprietary solutions solely in
our Clients’ best interest.
A message from the Founder.
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Dave White, CEO
Advice from our Portfolio Manager.
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Julia Black, Portfolio Manager
Social Security Change: What You Should Know
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The Value of Financial Advice
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57 percent of investors have not set financial goals
67 percent of people have no financial plan.
77 percent of investors are making decisions on gut instinct.
20 percent of investors claim that their investment knowledge is very strong.
