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Your Team

Take a little time now to make some strategic saving and investing decisions for 2016.  We’re here to help. Together we can develop a unique, year-round plan designed to help maximize performance and minimize taxation.

Our office hours are 8:30 am to 3:30 pm CST. NYSE hours - 8:30 am-3:00 pm CST

We are located one block off Wilkinson Trace on Fairway Street behind Nat's.