Putting clients first!

It’s the reason I founded the company, 11+ years ago and the reason we continue to expand and grow.

Thank you!

Shawn DeFoe,  CEO & Founder

shawn

Retirement
Planning

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Shot of office workers in a meeting in a boardroom

Investment
Management

Education &
Legacy Planning

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Insurance
Coverage

Let the number speak for us and our happy clients

We have
clients in
States
Successfully
worked with
Families
We have over
accounts