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Estate Planning

Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan.

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Financial Fitness

Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.

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Fixed Income

Fixed Income is an investment strategy for investors with a specific time horizon, specific goals and a need for income.

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Day Hagan

Day Hagan Tactical Dividend is an investment strategy that makes scientific, mathematical and unemotional decisions.

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Long Term Trend

The Long Term Trend Strategy is an investment strategy that seeks to identify companies with a long term competitive advantage over a full market cycle.

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Perennial Growth

The Perennial Growth Strategy is an investment strategy that seeks to provide long term capital appreciation over preservation.

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AP20

The AP20 Strategy is an investment strategy that seeks to provide capital appreciation while reducing volatility.

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Global Horizons

The Global Horizons Strategy is an investment strategy that seeks to provide global exposure to portfolios.

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Passive vs. Active Management

As an investor, would you prefer a passive advisor who offers a cookie-cutter solution simply because it’s cheaper and easier or one who actively selects the most suitable investments to include in your portfolio?

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Wealth Designed LIfe Defined Investment Experience

Videos

The Wealth Designed Life Defined Investment Experience

Our process for uncovering your True Wealth is thorough, precise and personalized. We call our approach the “Wealth Designed. Life Defined.” process. This unique investment experience provides a clear understanding of how our methodology can help you pursue a higher purpose for your wealth.

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