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.
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
Client Letter | Signs of Strength in the Economy | October 1, 2020
Signs of market and economic strength tell us that better times likely are coming in 2021…
What Technology’s Correction Means | Weekly Market Commentary | September 28, 2020
Despite September weakness in the technology sector that has dragged the broader market lower, we expect leadership to continue given supportive underlying fundamental and technical conditions.