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Your Path To Financial Wealth Starts Here

Creating personalized plans to help you reach financial security that align with your unique retirement identity.

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Meet the team

We are a team of investment professionals who strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

James Gilbert

James P. Gilbert, CFP®

Founder & Managing Partner

Stephen Salis

Stephen Salis

Partner

Kevin Moree

Kevin Moree

Partner

Lee Michael Morrison

Lee Michael Morrison

Financial Advisor

Barbara Frasier

Barbara Frasier

Client Services

Plan Your Financial Journey

Plan Your Financial Journey

Whether you are about to begin your transition to retirement, are currently retired, or just starting out in your career, our wealth management services help you feel confident in your future.

  • Retirement Income Planning
  • Investment Management & Advisory Services
  • Financial Planning
  • Retirement Plan Advice
  • Plan Services

4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.

The Basics of Medicare

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.
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What's Your Risk Score

What's Your Risk Score

Years of experience have prepared us to guide you through your life transitions.

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Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.
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"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Look before, or you’ll find yourself behind."

- Benjamin Franklin

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