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Client Centered


We work with a number of outside resources to successfully implement your financial plan.

We know that the implementation of a financial plan is just as important as the plan itself. Our holistic approach to financial services begins with the DBT360 analysis, but it doesn’t end there.

Our in-house financial services include financial planning, investment services and insurance solutions. We are able to refer you to a number of other professionals who can help you with estate, tax, philanthropic, banking and other resources to help meet your intended goals.

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