Broker Check
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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Retirement Plan<br/> Services

Retirement Plan
Services

As a business owner, providing a quality retirement plan can help retain valuable employees.

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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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eMoney

eMoney

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

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Acres of Diamonds

Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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The Five Basics of Financial Literacy

The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
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Best-Performing Asset Classes

Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
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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

Barbie Roberts

Barbie Roberts

Administrative Assistant

Leann Allen

Leann Allen

Administrative Assistant

Reach Out to Us!

We can prepare a personalized strategy for YOUR lifelong journey.

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