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Your Future is Our Focus.

The Complete Confidence Retirement Plan

The Complete Confidence Retirement Plan

We create strategies that are tailored to your needs and goals using financial planning with our Complete Confidence Retirement Plan process.

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Estate Planning/ Risk Management 

Estate Planning/ Risk Management 

Years of experience have prepared us to guide you through your life transitions.

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Investment Management 

Investment Management 

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Tax Planning 

Tax Planning 

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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ALWAYS LOOKING FORWARD AND PLANNING AHEAD

Client Centered

Our Process

We want to fully understand your personal situation, dreams, goals, and your tolerance for risk. Long term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. To learn more about our process, please click the link below.

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John Cortale - Sr. Vice President/ Wealth Advisor 

John Cortale - Sr. Vice President/ Wealth Advisor 


John Cortale is a Senior Vice President and Wealth Advisor at LPL Financial and Managing Director of The Cortale Group. For over 18 years, he has been providing comprehensive investment solutions and personally tailored advice to families and individuals. John is passionate...

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Get a Second Opinion 

Financial Plan 

Are your objectives aligned with your current financial plan?

Current Investments 

Are your current investments performing to help you meet those objectives?

Looking Out For You 

Do you have a solid relationship with your advisor? One built on trust and integrity?

Let's Have a Look 

Discovery 

Discovery 

We'll look at the facts - Your current portfolio and how its performing.

Review 

Review 

Determine your goals and objectives to help build your Complete Confidence Retirement Plan.

Opinion 

Opinion 

We'll deliver our opinion and ensure that your financial plan is aligned with your long-term objectives.

We'd love to give you a complimentary second opinion.

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