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Your Future is Our Focus.

Financial Planning

We create strategies that are tailored to your needs and goals using the Complete Confidence Retirement Plan.

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Estate Planning/ Risk Management 

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

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Investment Management 

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

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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 business is built on a foundation of thoughtful client relationships.

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How We Work

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. 

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John Cortale - Sr. Vice President/ Wealth Advisor 


John Cortale is a Senior Vice President and Wealth Advisor at LPL Financial. 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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