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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets as the world reacts to the spread of COVID-19 and the potential economic fallout. Please know that, as always, we are closely monitoring current news, economic data and industry trends as they develop and are committed to supporting you through whatever may transpire.

We are understandably neither accepting nor scheduling in-person appointments in order to ensure the safety of our staff. Instead, we are actively conducting meetings via Zoom which allows for face-to-face contact and simple screen sharing capabilities. We can also be reached via phone or email so please do not hesitate to contact us any time, for any reason. 

Please keep yourselves safe through this uncertain time and heed all warnings from your local authorities to ensure the health of you and your family.

We are a three-generation, family investment, retirement and financial planning team that has been helping clients of all types for over 30 years. What can we do for you?

"The Great Mountain - B&W" by ronWLS is licensed under CC BY-NC 2.0

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Our Core Values:

Integrity

Integrity

Be true fiduciaries - always put the client's best interests first, period.

Transparency

Transparency

Be open and forthcoming in everything you do, trust is earned.

Simplicity

Simplicity

Avoid unnecessary complexity, keep things simple and understandable.

Costs Matter

Costs Matter

Minimize investment expenses to allow the magic of compounding to work.

Eliminate Noise

Eliminate Noise

Focus energy on what can both be controlled and what matters, the rest is noise.

Be Mindful

Be Mindful

Create a barrier between emotions and big decisions - respond, don't react.

Download Our Tax Reform Ebook!

In 2018, the United States saw the biggest overhaul to the tax code in 30 years. Download our free ebook now to learn about how these changes impacted the financial landscape.

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