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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 26: Market Snapshot: Dow ends higher for 5th day, scoring longest win streak in 2 months as consumer and tech sectors recover
- May 26: The Tell: Wall Street permabear Albert Edwards highlights the recession threat hidden in retailers’ earnings
- May 26: Crypto: ‘Not the decoupling we wanted,’ crypto investor says as bitcoin slumps, stocks rise. Can digital assets make a comeback in 2022?