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Announcing Our New & Improved Website!

By Kristen Walker, VP of Marketing

We are thrilled to announce the redesign of our website, built with YOU in mind. Through this new look and layout, it is our goal to make it easier for you to find the information that is most important to you. When we began this process, we started from the ground up – working to remove any unnecessary information so you can more easily locate what you are looking for. This project is all about our core mission to positively impact the lives, lifestyles, and legacies of those we work with. We believe that our new website will make it easier for us to achieve that mission.

We would like to highlight some of the key features of our new and improved website:

  • Our Platinum Advisory Process: We believe we have a unique advisory process that separates us from the competition. Our new website walks you through each step so you can more easily visualize the process from the very beginning of our relationship to ongoing reviews with your advisor.
  • Sample Case Studies: Wondering how our advisors can help YOU? We have included sample case studies for the various types of clients we work with so you can apply what we do with how it can impact you and your goals for your financial future.
  • Scheduling Tool: It is now easier to ever to take the first step on your path to your financial future. Simply click “Get Started” anywhere on our website to schedule a no-obligation initial consultation.
  • Events & Blog Posts: We will continue to highlight upcoming events and timely articles on our website so that we can better educate our community. We encourage you to check back frequently for the latest industry news and to register for our free educational programs!

Take a look around and let us know what you think! It’s easier than ever to contact us – just click on the Contact tab on our website.


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