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

This book is for you!

*For a FREE paperback copy of the book, please call +1 (800) 603-1393


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.

What's New for Social Security?

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Learn More
A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Learn More
The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.
Learn More

Our Experts

Hunter Bailey

Hunter W. "Bill" Bailey

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

Nashoba Bailey

Nashoba R. Bailey (ChFC - Chartered Financial Consultant)

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

Gregg Smith

Gregg Smith

Registered Advisory Associate, MBA, CFP

Amy Sunderland

Amy L. Sunderland

Client Service Executive, CTS, CES

Marsha Holland

Marsha Holland

Marketing Specialist

Lisa Minchau

Lisa Minchau

Administrative Assistant

Learn How We Can Help You

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