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Like a personal CFO, our experts help you optimize your financial life over the course of your entire life—balancing your unique personal, business, real estate, and other finance-related goals...

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The buy-and-hold, stock-and-bond-only approach is potentially ruinous. Our never-ending search for the absolute best alternatives has already revealed several superior strategies to help you better protect against the inevitable downside without sacrificing upside potential...

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Stephen Spicer, CFP

Founder, CEO 


After successfully operating under the umbrella of a large brokerage firm for years, Stephen came to realize that his personal investment strategy was incongruent with what he was supposed to, or even allowed to, recommend. He grew increasingly uncomfortable with the prescribed advice...

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