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My team and I believe in working closely with our clients to make sure they fully understand the investment decisions we make together.
Below you will find a curated library of educational articles to help you become a more informed investor.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.
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A Meal for All Generations

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.
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Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

Meet Our Team

What is most important to you?

What is most important to you?

We will help you connect with an advisor who properly suits you and your needs. When you partner with an advisor at our firm, you have access to our whole team of knowledgeable professionals.

Valorie Neumann

Client Service Manager

Wyatt Fouts

LPL Registered Administrative Associate

Financial Quotes

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