Broker Check

6

Professionals

40

Years of experience

2

Local Office

We Stay Focused on Market Trends, so You Don't Have To

Active Retirement Investing FREE Book Download 

Active Retirement Investing FREE Book Download 

Active Retirement Investing is a book for everyone. Whether you want to...

Do you own investing
Want to check on your Current advisor
Or are simply looking for help with planning your future

This book is for you!


Learn more

What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Tax
Planning

Investments Management

Retirement
Management

...And
More!

Tips and Resources

The latest topics in our library to Inform and Inspire.

<p>Traditional vs. Roth IRA</p>

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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<p>Thinking of Retiring Abroad?</p>

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.
Learn More
<p>Events on Wall Street</p>

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
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Our Experts

Hunter Bailey

Hunter W. "Bill" Bailey

Registered Advisory Associate, MSFS, CTS, CES, CFS, CIS,CAS

Gregg Smith

Gregg Smith

Registered Advisory Associate, MBA, CFP

Amy Sunderland

Amy L. Sunderland

Client Service Executive, CTS, CES

Lisa Minchau

Lisa Minchau

Administrative Assistant

Marsha Holland

Marsha Holland

Marketing Specialist

Nashoba Bailey

Nashoba R. Bailey

CTS, CES, CFS, CIS, CAS, Co-Author, Research Assistant, Editor, Technical Support

Learn How We Can Help You

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