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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

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Happening Now

Weekly Update – Investors Shrug Off Geopolitics, Push Stocks Higher

Investors shrugged off signs of slowing trade growth in China and a somewhat contentious NATO meeting to push global equities higher this week…

Nasdaq new highs. Yesterday the Nasdaq closed at a new all-time high, while the S&P 500 Index closed at its highest level since February 1, 2018…