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Positive Planning
for Your Future

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We Work For You 

Our team has a collective 80 years of experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies. 

Whatever your goals, we can help you put together a plan with minimal hassle and maximum results. 

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Check Out Our Video Rotator Below

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.

A New Approach to Planning

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

Our Approach

We create strategies that are tailored to your needs and goals. 

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Our Team

Years of experience have prepared us to guide you through your life transitions.

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Our Commitments

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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  • “I don't want to just sell products, I want to help families protect their now and plan for their financial future. I have seen the ill effects of lack of planning and protection in my own family so I have made it my personal mission to make sure everyone I come into contact with is prepared for the future."

    - Logan Cox

    Financial Representative

  • “I love having the ability to help someone and open their eyes to financial freedom. I want to make sure that they’re families are protected in case something happens. I want to show them how to grow wealth and live debt free.”

    - Damien Williams

    Financial Representative

  • “I want to encourage people to plan for future in the right way by looking at all aspects of their financial situation. I am here to help make that as simple as possible and take away some of the stress and fear that is associated with finances. I want to stay in touch with each client to make sure they are doing the best they can and I want them to always feel comfortable asking any questions they may have.”

    - Ravi Komari


  • “The thrill of knowing that I have genuinely helped someone's financial dreams come true is what gets me excited to go to work each and everyday.”

    - Timothy Maurice

    Registered Representative

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