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Estate Management 101
Financial Guidance for Life

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

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.

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

James Kuxhaus, CFP® - Financial Advisor, President & Founder
"Our business is built on a foundation of thoughtful client relationships."