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Today's investment climate offers unprecedented opportunities.

Our mission is to help clients take advantage of those opportunities by providing them with three key tools.

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Cindy Havenhill, MBA | CFP^®

As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.

LPL Financial

LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.

Research

Stay informed on the things that could influence your financial picture the most. We offer research and articles.

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Happening Now

The TED Spread’s Economic Signal

Credit stress among banks has remained relatively calm recently, signaling an economic recession may not be as imminent as some investors fear…

The Treasury yield curve steepened over the past week despite recent data suggesting global economic activity, particularly in China…