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528 Belvedere Drive
Kokomo, IN 46901
(765) 865-8999

Our Ideal Client

Our Ideal Client understands the value of their time and seeks to find a competent individual to delegate many of the financial aspects of their life. They want someone to develop and implement strategies to help them pursue their goals with periodic reviews to evaluate progress. They want a partnership; they do not want to worry about their "advisor" selling them something, but instead act as an advocate filtering information and helping them attain their family's hope and dreams.