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Planning Process

Advisor Profile

Meet Your Advisory Team... Read more

 

Client Services

Client Services

As a calm, caring, organized professional, I assist in your life goals and incorporate that vision into a comprehensive financial plan with honesty and integrity. Services Include Independent and Confidential Personal Financial Planning concerned with: More detail Read more

 

We Believe In

We Believe In

Our disciplined investment philosophy toward the achievement of our clients' goals involving a balanced investment approach between income and growth utilizing a diversified group of highly rated Professional Money Managers. Read more

 

Mission Statement

Mission Statement

We are working together in partnership with our clients, our staff, Investia Financial Services Inc. and all other independent financial service product providers. We are committed to personal service and professional excellence for each client every day. Read more

 

Testimonials

Testimonials

“Gary has always shown great care and concern for our financial well-being. By taking a comprehensive view of our finances, Gary has prepared us for a lucrative retirement, and has positioned our estate to minimize income tax. Gary has developed a financial plan that meets our unique needs.” Read more

 

Motivational Quotes

Motivational Quotes

“Circumstance does not make the man, it reveals him to himself.” (James Allen) “Being affluent is not a luxury, but a necessity in the future.” (Richard Worzel, CFA) Read more

 

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