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Planning Process
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
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
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
“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
“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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News
- Jan 28: : ‘I know there are going to be headaches’: Tax preparers brace for another stressful tax season — as some report difficulty hiring staff
- Jan 28: The Moneyist: ‘I’m 44 and want to retire in 10 years’: My husband’s tech firm gave him stock. It’s now 40% of our net worth. Should we diversify or hold?
- Jan 28: : Jeff Bezos’ name will be displayed on a new building at the National Air and Space Museum for at least 50 years in exchange for $200 million donation