Financial planning makes your financial life simpler today and more secure tomorrow.

Here To Help You Succeed

Build Wealth

We'll help you become a patient, long-term investor with a portfolio designed for one thing: To support your goals and dreams.

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Your Personal CFO

You've got financial questions. Our advisors have the answers. And they'll help you make informed decisions.

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Insurance Advice

Our comprehensive review of your financial situation includes an analysis of your insurance needs and coverage.

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Creating a financial plan gets you organized, helps you see the big picture and set goals.

With You For All Of Life's Stages

Save for College

The cost of higher education is a concern for everyone. We'll show you how to save for college as part of your comprehensive financial plan.

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Retire Well

When can you retire? How much do you need to save? And what’s the best way to build your nest egg? Find out with retirement planning.

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Leave a Legacy

We can streamline the estate planning process and create an overall gifting strategy that matches your values and priorities.

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Independent Financial Advisors


Our advisors will help you understand your current financial situation. They’ll listen as you share your goals and dreams. And then they’ll develop a customized financial plan that organizes your finances and supports your goals, from saving for college and retirement to building wealth and leaving a legacy for your loved ones. They'll be with you every step of the way, providing guidance as your life changes.


Meet The Team

Client Services:
Maria Duncan, CFP® | Kristina Gambino
Business Development: Sue Holland
Communications: Bill Stephens

Affiliated Advisors

Rick Duncan

Ready to find out more? Get started today!

Contact us for a complimentary, no-obligation consultation. You'll learn more about our planning process and how we can help you.