Make managing your personal finances easy by registerring for the 90 Day Check-up. We will arrange 4 annual consultations that will provide you with the resources necessary to manage your portfolio to it's best potential.

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A goal setting system that helps to set financial goals every 90 days - a unique process to ensure your financial well-being. Services available include:
  • Analysis of current financial situation
  • Risk evaluations
  • Recommendations for possible investment changes to current status
  • Follow-up appointments to discuss specific investment choices
  • Unlimited telephone consultations
Also available is a referral group of Professional Alliances including:
  • Accountants
  • Attorneys
  • Automobile Dealers
  • Bankers
  • Contractor Services
  • General Insurance Brokers
  • Marketing & IT Specialists
  • Mortgage Brokers
  • Real Estate Brokers
  • Tax Specialists
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