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About Us

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Our Team

Our Team

Years of experience have prepared us to guide you through your life transitions.

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Our Services

Our Services

We create strategies that are tailored to your needs and goals. 

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James Luster

James Luster

Client Relations Manager

Ruben Smith

Ruben L. Smith, CFP®, ChFC®

President, Wealth Manager

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

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