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Portfolio management, planning and  preservation are the Triple Crown solution to help guide your financial  future.  Our office seeks to have a higher standard of excellence toward  meeting our clients’ objectives and goals.  Our Three Step Plan for  your independent financial future may have a lasting positive impact for  you, your family, and your heirs. It is completed with the highest  ethical standard protecting your privacy doing what  is right for you at all times.

Reviewing your estate documents such as  your wills, trust, investments, retirement plans, incomes, budgets,  insurance policies, debts, and taxes, our Certified Financial Planner  Professional and investment  advisor listens to your situations and produces appropriate  recommendations to move you forward.

Healthcare Planning Video

College Savings Video

Check the background of this firm/advisor on FINRA’s BrokerCheck.