Broker Check

Independence in Financial Planning

| March 09, 2017
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Independence is important when choosing a financial advisor. You're not a number or a voice on the other end of the phone. We talk about things that are most important to you; family, community, work and pastimes. We ask the important questions about what you're really thinking, feeling and worried about, your experience with money and what you've accomplished. Independent means that no Wall Street firms are telling us what to do with your money. It's a decision made together on what is right for you the client not the firm. Call us now or contact us online as we are building a bridge to your financial future.

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