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The Art of Financial Possibility!

Comprehensive Financial Planning Process,

Guided by Sound Holistic Advice.

Goals | Strategies | Execution

Jack has over 35 years of experience in the financial services industry. He can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies.

Whatever your goals, Jack can help you put together a plan with minimal hassle and maximum results.

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Check Out Our Video Rotator Below

Learn more about important topics regarding your financial future with these short, informative videos.

A Personal Approach to Planning

Your path is like no one else’s. Your financial plan should reflect that. All of my services from tax planning to wealth management are completely focused on you.

History

Over 35 years working with people toward financial success in all stages of life.

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Services

Learn more about personalized tax planning and wealth management.

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Values

Communication and commitment. I believe these values matter and live by them every day.

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“Above all else, I want you to think for yourself, to decide 1) what you want, 2) what is true and 3) what to do about it.”
- Ray Dalio
Principles
“Actions—and data—speak louder than words.”
- John Doerr
Measure What Matters
“When it is obvious that the goals cannot be reached, don’t adjust the goals, adjust the action steps.”
- Confucius

How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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