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Positive Planning<br />for Your Future

Positive Planning
for Your Future

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We Work For You&#160;

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. 

Learn more about us
Check Out Our Video Rotator Below

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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WHAT OUR TEAM HAS TO SAY


  • “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 aspire to become a financial representative that creates plans tailored to each client to bridge the gap between each client's goals and reality. This career motivates me because I can make a real impact on peoples' lives."”

    - Jose Llanes

    Financial Representative

  • "I hope to help clients navigate through the dynamic landscape that is personal finance by sharing the knowledge and tools necessary to take advantage of the possibilities in life so that they can become economically informed and unburdened by financial stress."

    - Benjamin Gorney

    Financial Professional

  • "Having the knowledge and financial tools to help protect lives and provide value to is something I aspire. I value providing exceptional advice to clients who seek to having financial security now and in the future."

    - Michael Callahan

    Financial Professional

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