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Comprehensive Financial Planning

We'll help you reach your financial goals so you can focus on what matters most.

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Services
How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.

Retirement

We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Tax Strategy

We'll help make sure that we're considering the tax implications with all your investments.

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Estate

With over 100 years' collective experience, we'll help secure your legacy for future generations.

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High-Net-Worth

We have extensive experience managing high-net-worth portfolios.

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Small Business

Let us help you make sure your business is poised for growth.

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Lifestyle

Strike the perfect balance between work and leisure.

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Our Advisors
Why We Do What We Do

Brently Klontz

Brently Klontz

“I love helping people navigate the terrifying leap from working full-time to retirement. Through good planning, I help free retirees up to spend more time with family, hobbies, travel, and life goals.”

Joe Cooper

Joe Cooper

"My passion is to help individuals build sustainable wealth, so they are free to focus their time on what matters most to them."

Steve James

Steve James

"I truly love to solve problems and guide people along the path to a successful retirement"

Nestor Montoya

Nestor Montoya

"A person's financial decisions are very likely to influence their entire future, and I'd like to take the responsibility of helping them achieve their goals and objectives."

Zachary Makawi

Zachary Makawi

“I love educating clients on all things personal finance and retirement-readiness, so that they can devote their time to what they love.”

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