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Who are we:

A client driven financial services enterprise, founded upon the principles of:

Creative Thinking and Planning
Customized Product Solutions....designed to meet personalized objectives and needs, and
Precise and Targeted Action Plans.....formulated to get you where you want to go.....with the ongoing guidance and support of the truly Independent Professional Advisor.

Recent Articles

Does Buy and Hold Still Work?

Submitted by admin on March 8, 2021

As an investment strategy, "Buy and Hold" is just what it sounds like: you buy an investment and hold it for an extended period, riding out market fluctuations and selling when the price reaches your target. The underlying logic of this strategy is that investments tend to gain value over time. That long-term gain, along with compound interest, can work to increase your initial deposit and provide you with a valuable asset for your future.

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Will you put your parents' retirement at risk?

Submitted by admin on March 8, 2021

insurance planning

When Sarah graduated from university and got her first job as a regional sales rep, her parents bought her a car to ensure she'd have a reliable vehicle for the travelling her new position would require. Sadly, only weeks after receiving this generous gift, Sarah hit black ice while driving and lost control. Fortunately, she was alone, and no other vehicles were involved. Unfortunately, the accident left her with severe injuries and a long, uncertain road to recovery.