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Together We Can Do More

We'll help you pursue your financial goals so you can focus on what matters most.

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Services
How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.

Retirement

We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Tax Strategy

We'll help make sure that we're considering the tax implications with all your investments.

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Estate

With over 100 years' collective experience, we'll help preserve your legacy for future generations.

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High-Net-Worth

We have extensive experience managing high-net-worth portfolios.

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Small Business

Let us help you make sure your business is poised for growth.

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Lifestyle

Strike the perfect balance between work and leisure.

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Explore Resources

We offer a full range of investment and financial services and have access to a wide array of strategies.

Diversification, Patience, and Consistency

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.
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Medicare Advantage Plans (Medicare Part C)

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
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How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful.
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Meet Our Team

John Forbes, ABFP, AAMS

John Forbes

President / LPL Registered Principal

(618) 529-1940

Nancy Lindsey

Nancy Lindsey

Vice President of Operations

(618) 529-1940

Miranda Stapel

Miranda Stapel

Director of Hospitality

(618) 529-1940

Emma Hanks

Director of First Impressions

(618) 529-1940

Let's Talk.
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Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.
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