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Your Purpose
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Financial Planning to Support Your Unique Needs

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OUR SERVICES

Our services are designed to help you invest for the life you want. We base your financial plan on our comprehensive DBT360 process and a blend of best-case scenarios and risk reduction strategies. Our credentialed professionals with more than 30 years’ experience provide investment advisory services, insurance planning, charitable giving advice and other resources to help you pursue the financial and philanthropic goals that lead to your best life.

LATEST INSIGHTS AND NEWS

Curated articles, videos, and more for a financially savvier you.

FINANCIAL PLANNING

FINANCIAL PLANNING

The DBT360 Financial Plan: A framework for thoughtful decision-making based on your life goals.

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BUSINESS CONSULTING

BUSINESS CONSULTING

Business owners face unique challenges on the path to living the lives they want. As a second-generation family-owned business, we know these challenges well.  

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INVESTMENT SERVICES

INVESTMENT SERVICES

Your investment portfolio, tailored to meet your goals, on your timeline — managed by us.

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INSURANCE

INSURANCE

Our insurance solutions guard your financial plan from unwelcome surprises.

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LEGACY PLANNING

LEGACY PLANNING

We are stewards of your financial plan, with strategies to maximize resources for generations to come.

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COMPREHENSIVE FINANCIAL SERVICES

COMPREHENSIVE FINANCIAL SERVICES

We partner with trusted outside resources to successfully implement your financial plan.

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TAX PLANNING

TAX PLANNING

Tax planning is part of what we do. So you don’t have to.

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CHARITABLE GIVING

CHARITABLE GIVING

Does your investment plan include making the world a better place? Ours does too. Let us design charitable giving plans that make a difference.

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PLANNING FOR THE LIFE YOU WANT CAN START TODAY.

Why not get started now on your financial plan? Answer a few questions and we’ll get to work.

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2023 Q4 Market Report: Risks & Opportunities

2023 Q4 Market Report: Risks & Opportunities

The theme for this edition is “steady as she goes.”

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Our Key Takeway About the Election and the Stock Market: Relax

Our Key Takeway About the Election and the Stock Market: Relax

Lots of people are worried, but the data doesn’t support those concerns. 

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Creating a Financial System is a Critical First Step

Creating a Financial System is a Critical First Step

How to build the scaffolding you need to gain confidence in your money decisions.

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How confident are you in your financial decisions?

How confident are you in your financial decisions?

Whether you are planning to sell a business ot just buy a car, money decisions can be nreve-wracking.

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