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A Cup of Coffee and a Second Opinion

A complimentary, no obligation appointment to come in and sit with us for a while. We’ll ask you briefly to outline your financial goals – what your investment portfolio is intended to do for you. Then we’ll review the portfolio with you.

If we think your investments continue to be well suited to your long-term goals – we’ll gladly tell you so.

If, on the other hand, we think some of your investments no longer fit your goals, we’ll explain why, in plain English. And, if you like, we’ll recommend some alternatives.

Either way, the coffee is on us!

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Eye On Money Magazine

Our bimonthly magazine delivered straight to your mailbox.

"Eye On Money" focuses on growing, preserving, and transferring wealth.

The articles touch on many wealth management areas, including:

  • Retirement planning
  • Investment planning
  • Tax planning for individuals
  • Education funding strategies
  • Estate planning
  • Charitable gift planning
  • Life, disability, and Long-term care insurance

Also find articles on travel, the arts, and entertainment!

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Simple Wealth, Inevitable Wealth

By Nick Murray

Nick Murray's Simple Wealth, Inevitable Wealth delivered straight to your mailbox.

Nick Murray’s Simple Wealth, Inevitable Wealth emphasizes that the achievement of real wealth in equities is not driven by investment “performance” but by investor behavior – making a lifetime plan and sticking to it, ignoring both bull market fads and bear market panic capitulation.

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Newsletters and Client Workshops

Our newsletters will be delivered to you via email with various topics, timely news, and financial guidance.

We will also invite you to our periodic workshops about topics such as Investment Planning, Retirement Planning, and Social Security Planning.

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