Business <br/>Owners

Business
Owners

We create personalized strategies that are tailored to your unique situations and life transitions.

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Financial Issues <br/>for Women

Financial Issues
for Women

Years of experience have prepared us to guide you through your life transitions.

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Nearing or in<br/> Retirement

Nearing or in
Retirement

As you prepare for a new transition in life, we can help you seek new adventures.

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Client Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Riskalyze

Riskalyze

We create strategies that are personalized to your needs and goals.

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RightCapital

RightCapital

Years of experience have prepared us to guide you through your
life-long transitions.

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Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
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Who Is Your Trusted Contact?

Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
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Deciding When to Take Social Security

Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
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4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about important Social Security facts and what you should know as you plan your future.

Explore Resources by Topic

We offer a full range of financial planning and investment services and have access to a wide array of solutions.

Cash Flow

We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your peace of mind.

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Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.

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Estate

A sound estate program can help protect your family from the financial consequences of life's unexpected events.

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Tax

Managing your money involves more than simply making and following a budget.

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Investment

Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.

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Meet Our Team

Seth Franklin

Seth L. Franklin

Financial Advisor

Leann Allen

Leann Allen

Administrative Assistant

Reach Out to Us!

We can prepare a personalized strategy for YOUR lifelong journey.

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