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Personalized Financial Services

Custom Financial Services for Families and Business Owners

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Our Process

Our years of of experience help us guide you. We create strategies that are tailored to your needs and walk you through each step along the way.

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Our History

We were founded out of a need to do the best for our clients.  Since 2002 we have crafted our business to give you all great opportunities through partnerships with large firms and personal service that comes from a caring relationship with a small business.  

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Our Values

Honest, Caring. Trustworthy.  We believe values matter, and we live by ours each day. We are a family owned and oriented business.  We believe that our values help us serve you better.  

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Understanding Today's Financial Environment

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges come opportunities and potential rewards. We want to help you make the most of your hard earned savings.  

Whether you’re looking toward retirement or want to protect your family, we can help you address your most pressing financial questions.

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"Most of our clients don't have the time to devote to managing their investments that they should.  I help them so they can spend time on what's really important."  


Sean L. DeFrehn

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