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Given the current COVID-19 situation, we want to assure all of our clients that we are currently still open for business and are providing uninterrupted service.  We are still scheduling appointments; however, in an effort to practice social distancing and to maintain the well-being of our associates, we are offering meetings either by conference call or by video conference.  We hope you & your families stay safe and healthy through this challenging time. Please let us know if you have any questions.

Client Centered

Putting the needs of our clients first

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Our Process

We help create strategies that are tailored to your needs and goals.

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Our History

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

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Our Values

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

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Meet Our Team

Scott Crawford*

President / Senior Wealth Strategist

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Matthew L. Biggs*

Wealth Strategist

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