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Statement of Commitment to Clients: My commitment to you is to act with the care and diligence of a reasonable and prudent person conducting his or her own financial affairs. Statement of Financial Advisor Role: We believe our best tool is the ability to ask questions. While financial problems may be complex, the solutions often are not. There is strength in simplicity for most clients.
Insurance products are offered through our managing general agency.
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.