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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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How Will the Economy React to AI?

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?
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How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.
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The Sequence of Returns

The Sequence of Returns

A look at how variable rates of return impact investors over time.
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Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
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