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Our Mission
Our Mission is to provide clients with a clear path toward their financial goals through the use of effective communication, comprehensive Risk Management Strategies, efficient Asset Accumulation Plans and successful Income Security Plans within a delivery system that exceeds expectations for service.
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Awards ...
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
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Who do we work for?
Described in a single word? YOU. We work for you.
We have no proprietary products, no corporate quotas, no sales contests nor any production minimums to meet. We do have specialties that bring value to the planning process for clients that find themselves in certain situations in life.
Learn more about who we work for.
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HOME |
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WHO WE ARE
TEAM BIOS | |
WHAT WE DO
OUR PROCESS
RISK MANAGEMENT
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BUSINESS PLANNING
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LEGACY PLANNING | |
WHO WE WORK FOR | |
WHAT WE THINK | |
CLIENT ACCESS | |
CONTACT US
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© 2012-2021 Financial Dynamics. All rights reserved worldwide.
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Securities and 'Investment Advisory Services' offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC.
The LPL Financial Registered Representatives associated with this listing may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, HI, IA, IN, KY, MA, MN, NC, NH, NJ, NM, NY, OK, SC, TX, VA, WY. Other states can be added upon request.
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