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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

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

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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

- Business Owners

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

- Families with Special Needs

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Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you're gone.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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Jerod Frank

Financial Advisor/Partner

Christopher Carrion

Financial Advisor/Partner

John Norman CLU®, ChFC®

Financial Advisor/Partner

Jessica Lee

Executive Assistant

Debra Craig

Administrative Assistant

Natalie Waldrop

Director of Marketing and Operations

LET'S GET CONNECTED

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Maximize Your Financial Potential

Our Values

Our Process

Who We Serve

Questions to Consider When Buying a Vacation Home

When Special Care Is Needed: The Special Needs Trust

The Junk Drawer Approach to Investing

Jerod Frank

Christopher Carrion

John Norman CLU®, ChFC®

Jessica Lee

Debra Craig

Natalie Waldrop

LET'S GET CONNECTED

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