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Personal Guidance Timeless Wisdom

We simplify the complex to help bring confidence and clarity to your financial well-being.

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How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.

Retirement Planning

To enjoy the retirement years you must plan ahead. Our team will design a plan to keep you on track to, and through your retirement years.

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Tax Planning

Understanding tax planning strategies and managing your tax bill should be part of any sound financial approach.

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Estate Planning

The power to control your estate is reserved for those who plan accordingly. Our team will evaluate the financial aspects and help you live on, or leave on in the most tax efficient way.

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Money Matters

Complex needs can require complex strategies. Private Client Members have a dedicated Certified Financial Planner™ to walk them thru the advanced strategic options that can be beneficial for them.


Wealth Management

A time-tested disciplined approach is the bedrock for long term success. Our investment portfolios are designed to preserve and advance your financial well-being so funds are ready when needed.

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Risk Management

To preserve and defend your wealth requires critical thinking. Our team will help you uncover and mitigate risks that may impact you both today and in the years to come.

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Unlocking the Treasures of Financial Wellness

Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.


Why Use Us?
The Tungsten Difference



Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals.


Fiduciary Standard

Fiduciary Standard

We proudly follow the Fiduciary Standard, and serve our advisory clients in a manner which puts their interests needs above all else.



Dave Ramsey is America’s valued voice on money and business.



We stand firm in our belief that you should work with, and invest in people and things you can clearly understand.

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