Organization / Workplace

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Occupation

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Finance / Banking / Insurance

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About

I provide services for our clients that simplify their lives while protecting and growing their wealth. We guide our clients towards responsible stewardship of their wealth. I help clients meet their financial goals and objectives that align with their values: good relationships, health, spiritual development, intellectual growth, and financial resources. I assist clients who are interested in developing a long-term relationship with a certified financial advisor. I work for individuals who are: >Unsure if they are on track to retire >Not sure if their money will last as long as they will >Worried about investing >See the value of delegating