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Financial Guidance for Life

Financial Planning

Financial Planning


We create strategies that are tailored to your needs and goals.

Planning
Portfolio Managment

Portfolio Managment


Years of experience have prepared us to guide you through life's transitions.

Management
Insurance & Estate Planning

Insurance & Estate Planning

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.  Proper estate planning and insurance coverage are critical to security.

Insurance
Resource Center

Resource Center


Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Resources

TRUST MATTERS. ESPECIALLY WHEN IT’S YOUR MONEY.

Have you ever wondered who your financial advisor really works for?

We work strictly for you. We work hard to build a relationship of trust by providing thoughtful, personalized guidance and placing your interests first.

Invest with a knowledgeable financial advisor who’s on your side; someone who truly cares whether your investments are right for you.

Call today for more information or to schedule a consultation.

Contact Us
James Kuxhaus, CFP<sup>&#174;</sup>&#160; - Financial Advisor, President &#38; Founder

James Kuxhaus, CFP®  - Financial Advisor, President & Founder

"Our business is built on a foundation of thoughtful client relationships."

Meet the Team

Our Mission

Our Philosophy

Our Process

Our Team

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