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Team

Our financial advisory team is functionally organized so that you receive well-informed advice from competent financial professionals. Guy focuses on planning, analysis, and tax efficiency while Greg focuses on asset allocation and investment solutions. 


Fact-Based Advice

Your plan becomes the nucleus of every decision that you make, Our world is complicated enough. The last thing you want is to listen to a confusing or emotional sales pitch. When we bring an idea to the table, we use real numbers to show you how it will affect your plan. 

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Distribution Minded

We begin with the end goal in mind. This helps insure that the decisions you make today are aimed at the possibility of being able to live your retirement years the way you want and without the fear of coming up short.