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Reach Your Summit

It's not just a strategy. It's personal.

The financial landscape is vast and ever growing.  With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient.  No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

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“To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information.  What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework.”

- Benjamin Graham, The Intelligent Investor (1949)

We begin the financial planning process by understanding our clients' unique circumstances.  We then identify and prioritize our clients' financial goals, analyze our clients' current course of action and potential alternative courses of action.  Only then can we develop recommendations for presentation, evaluation and implementation.  Lastly, progress is reviewed and monitored ongoingly.  As a CERTIFIED FINANCIAL PLANNER™ Professional, I understand that financial planning is a comprehensive, dynamic process.  Allow us to help you plan for and navigate your financial journey.

Investments

Investments

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Ways to Supplement Your Medicare Coverage

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
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Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
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Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

What Our Team Has to Say:

Freddie L. Brown, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢ Professional

freddie.brown@lpl.com

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