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Our Mission

To educate, guide, and empower our clients throughout their financial journey.

Learn How We Make Investing Personal

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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Why Choose the Making Investing Personal Team?

We invest for the long-term.

We are independent-minded.

We strive to minimize costs.

We offer both hands-on and hands-off approaches.

We have a rigorous due-diligence process.

We build diversified and holistic portfolios.

We leverage our seasoned team's experience.

We provide ongoing monitoring.

We have options for clients of all risk preferences.

We provide comprehensive planning to see the bigger picture.

We help you prioritize what is most important to you.

We make investing personal.

Where do you want to go?
Let's get there together!

Our first priority is helping you take care of yourself and your family.  We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.  Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Ready to get started?  Schedule your complimentary, no-obligation review below.

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