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Expertise Navigating Life & Finances

I began my practice just over 20 years ago after helping my mom with some planning before she retired. Having worked in the accounting field and obtaining my CPA and MBA, I knew I could combine my interest in investing with a desire to help people. I realized that a critical part of planning for retirement was helping people define their hopes and dreams. Understanding their goals combined with my knowledge of tax rules and investing, has allowed me to help our clients chart their course to a more confident future.

- Tim Hawkins, President

Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

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