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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 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!


Download Here

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>Pickleball in Retirement</p>

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.
Learn More
<p>The Anatomy of an Index</p>

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Learn More
<p>Dreaming Up an Active Retirement</p>

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?
Learn More

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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