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Where do you want to go? We'll get there, together. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

What We Do

Investment Management

With over forty years of experience, we've truly seen it all. We want to help you build a durable portfolio structured to meet your needs now and in the future.

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Retirement Planning

In the world of retirement, no one size fits all. Let us help you visualize and achieve your ideal life after work. 

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Leaving a Legacy

True wealth is found in knowing that the foundation you create today will support your loved ones tomorrow. We want to work with you to build a lasting resource for you and your family.

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Risk Management

You've dedicated endless time building a foundation of wealth for your family, don't let the variables of life catch you off guard. 

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Employer Plans

Our experience allows us to mold a strategy that fits the needs of your business. Partner with us to help your employees get the most out of their retirement plan. 

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Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

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Our Team

Jamie King

Jamie King

Partner / Financial Advisor

Roger Ziegler

Roger Ziegler

Partner / Financial Advisor

Will King

Will King

Business Development Coordinator

Leigh Ann Espy

Leigh Ann Espy

Director of Client Relations

<p>Catch-Up Contributions</p>

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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<p>Comparing Investments</p>

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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<p>A Look at Systematic Withdrawals</p>

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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