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Wealth Planning

Putting the Pieces Together

Estate Planning

Effectively Managing Your Estate

Risk Management

Planning to Help Grow, Protect & Transfer Assets

Investment Management

A Time-Tested Process for Managing your Assets

Tax Planning

A Comprehensive Approach to Your Taxes

Executive Planning

Helping Executives Make Wise Financial Decisions

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Our Team

  • I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful.

    — Warren Buffett

  • In investing, what is comfortable is rarely profitable.

    — Robert Arnott

  • Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria. The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.

    — Sir John Templeton

  • Your success in investing will depend in part on your character and guts, and in part on your ability to realize at the height of the ebullience and the depth of despair alike that this too shall pass.

    — John Bogle

  • You make most of your money in a bear market, you just don’t realize it at the time.

    — Shelby Cullom Davis

  • If you watch a basketball game and at the end of the game the score is 105 to 95, no one says, wait a second, in the third quarter, you lost 28 to 18. What was the story in the third quarter?

    — Peter Lynch

  • The stock market is filled with individuals who know the price of everything, but the value of nothing.

    — Philip Fisher

  • There are two kinds of losses. A loss of capital and a loss of opportunity; but there will always be another opportunity if you protect capital.

    — Louise Yamada

  • Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.

    — Paul Samuelson


With your input, we can help devise a plan that puts you on the road to financial security. The result is designed to leave you with sufficient assets so you can maintain your current lifestyle or pursue new interests that you may develop in retirement.
Dustin Hall |
Social Security wasn’t designed to replace all of your income, but coupled with retirement savings, it will provide you with additional support. Besides, you’ve paid into the program your entire working life. When the appropriate time comes to receive benefits, you deserve your monthly check.
Dustin Hall |
Financial markets were shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial Group (SIVB), fell into FDIC receivership. SVB is the first FDIC-insured institution to fail since 2020 and the largest by assets since Washington Mutual failed in 2008. Prior to the latest distress, the bank held more than $200 billion in assets. SVB’s failure was then followed by another over the weekend, crypto-focused Signature Bank. The news, not surprisingly, caused market participants to speculate if there will be another shoe to drop. For some, these developments have brought back painful memories of the financial crisis 15 years ago.


Download four of our most popular guides and checklists:

  • What Accounts Should I Consider If I Want to Save More?
  • What Documents Do I Need To Keep On File?
  • What Issues Should I Consider Before I Retire?
  • What Issues Should I Consider Before The End Of The Year?

See how we use flowcharts and checklists to systematize our processes and help our clients
navigate complex topics and strategies. Download your copy today.