Who We Are

Watch our short video and learn more about who we are, what we do, and how we can help you.  

 

Our Mission

Business goes where it is invited and stays where it is well treated. We take to heart that trust is vital to the strength of all relationships, and a referral is the greatest compliment one can receive. We build our lives on trust and integrity.

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Our Motto

Live Large, Laugh Often, Love Always.... pay it forward when you can.

How To Go From The 99% Into The 1%
How to live your American Dream

This book is being written to help those who dream, those who strive for excellence, those who wish to leave the world a better place when their time is up. It is written for those that want to leave their mark on the world. This book is written for the entrepreneur in all of us. Whether you are creating a vision or leading your family, all of us are
entrepreneurs of some kind.

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How You Can Prosper In the Years Ahead

Too often, matters of finance and planning leave the average investor shaking in his boots, either too paralyzed to move forward or too worried to make wise decisions. In this book, Kurt D. Cambier, CFP®, ChFC, is working to change all that. Cambier combines insights gleaned from 36 years of practice in the financial sector as well as keen readings of market research to show readers that the future is indeed brighter than they think.

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Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
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Wealth Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for...

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Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
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