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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
- May 28: Market Snapshot: Stock, bonds, or cash? Here’s investors’ best playbook for the debt ceiling, Fed policy and recession risks
- May 28: Beth Pinsker: I took over my mom’s finances and now I’m worried I’m screwing things up
- May 27: Where Should I Retire?: I’m looking for a place that has year-round mild, sunny weather and is near or on the water, and my budget is $125,000 — where should I retire?