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Experienced. Knowledgeable. Comprehensive.

Our mission is to empower you to make consistent and informed decisions to take control of your financial future. We’ve worked with hundreds of families over the past three decades, guiding and advising them through change, challenges, and opportunities.

Whether it is comprehensive planning, issue-specific consulting, or asset management strategies, our disciplined financial planning and investment process is designed to help you reach your goals with confidence – one client at a time.

We provide guidance for a lifetime.

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Don’t hope for the best – plan for it.

"Our greatest potential is realized only when our clients reach their greatest potential."
~ Allan Pelkonen

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Financial Planning

Financial Planning

Comprehensive financial planning will help you define and prioritize your goals, and develop a plan a plan to achieve them.

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Investment

Investment

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

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Retirement

Retirement

Defining your vision of financial independence, and designing a retirement income plan will help you create a "paycheck" that can last a lifetime. 

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Wealth Preservation

Wealth Preservation

A complete financial plan will address enjoyment and preservation of your wealth so you can leave a legacy to your loved ones. 

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<p>Questions to Ask About Medicare</p>

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.
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<p>The Pre-Retirement Checklist</p>

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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<p>A Decision Not Made Is Still a Decision</p>

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.
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<p>When Do You Need a Will?</p>

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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