Clarity. Confidence. Structure.

As advisors, it is our job to provide clarity, confidence, and structure to our clients' financial lives. While we work with a wide array of diligent savers, we provide the most value to individuals within 10 years of retirement (or retired) and their family members that will be a part of the legacy they wish to create. We feel we are in a unique position to help them make informed decisions that may improve their overall life balance.  Through our holistic, goals-based approach, we create long-lasting, deeply-engaging relationships that span generations.
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2021 Forbes Magazine Best in State Wealth Advisors

For a second consecutive year, Ray Hays Named to Forbes Magazine Best-In-State Wealth Advisors List

"I am humbled to receive this accolade, which I believe represents an impressive list of professionals that come to work with one goal on their mind — helping their clients succeed." said Hays. Please join us in congratulating Ray on earning this impressive distinction. We are proud to have him as part of our team!

The Forbes Best-In-State ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
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Thinking About Retirement?

This is a crucial point in one's life. Financial priorities shift. Cash flow and the security of that cash flow may become increasingly important. This is also the time many solidify the legacy they have dedicated their lives building. This includes legacy planning, gifting strategies, efficient wealth transfer, and pursuit of charitable aspirations. Click below to receive our 'Are You Ready to Retire' retirement checklist.

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