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Maximize Your Financial Potential

Our economics-based process is designed to help you and your family protect your wealth, grow your wealth, and enjoy your wealth

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Our Values

Our Values

Honesty, Transparency, Integrity. We believe values matter, and we live by ours every day.

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Our Process

Our Process

We have a comprehensive, education-based planning process, with a goal geared towards maximizing your financial potential.

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Who We Serve

Who We Serve

- Business Owners

- H.E.N.R.Y.s

- Families with Special Needs

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Jerod Frank, ChFC®

Jerod Frank, ChFC®

Financial Advisor/Partner

Christopher Carrion

Christopher Carrion

Financial Advisor/Partner

John Norman

John Norman CLU®, ChFC®

Financial Advisor/Partner

Jessica Lee

Jessica Lee

Executive Assistant

Debra Craig

Debra Craig

Administrative Assistant

Michael S. Smith

Michael S. Smith

Financial Advisor/Partner

Natalie Waldrop

Natalie Waldrop

Director of Marketing and Operations

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Are You Making the Most of Your 401(k)?

In this ebook, we outline your 401(k) choices and explore critical mistakes to avoid. Download it today



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