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Dream Big • Plan Wisely • Live Fully

RETIREMENT PLAN SERVICES

Industry Leaders in Retirement Plan Consulting

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WEALTH MANAGEMENT SERVICES

Managing the unique challenges of wealth.

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"Good fortune is what happens when opportunity meets with planning." - Thomas Edison

Our primary distinction as advisors is our ability to provide an objective, unbiased viewpoint to each client.

As consultants, we begin our discussions without preconceived ideas, predetermined agendas or pressure to promote certain types of products or services.  We understand each client has unique needs and circumstances.

We advise each client on long-term investment plans and structure customized portfolios to help achieve their goals.

Our mission is to enrich the lives of our clients, colleagues and communities through sound investment advice, integrity, and a commitment to service beyond expectations.      

Partners: Ken Johnson, Chris Reeg, Scott Gordon, Bill Altavilla, Debbie Hightower & Ryan Jantzen.
Associates: Sherry Irons, Lisa Hamilton, Diane Lund & Raquel Altavilla

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals