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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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"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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What To Do When Your Income Reaches 7 Figures

What To Do When Your Income Reaches 7 Figures

Preserve your hIgh net worth with these foundational tips.
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Understanding Homeowners Insurance

Understanding Homeowners Insurance

Purchasing homeowners insurance is critical for protecting your home.
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How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
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Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
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