A FULL SERVICE FINANCIAL CONSULTING FIRM
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.
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Happening Now
Calendar Concerns and Gold Gains| Weekly Market Commentary | August 3, 2020
Stocks may be ready for a break, but it’s still possible gold and stocks could trend higher together.
Stalling Economic Recovery May Slow Stock Market Rally | Weekly Market Commentary | July 27, 2020
Stock market weakness late last week caused investors to ask whether the long-awaited market pullback may be at hand.