We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
We help corporate executives who need comprehensive financial planning by offering meaningful financial guidance and personalized financial strategies and solutions. We offer financial planning services, including design, implementation and management in order to achieve what's most important to you and your family.
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Arthur M. Strackhouse, AAMS®
Financial Advisor
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Francisco Gil
Financial Advisor, RJFS
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Donna Fox
Registered Sales Assistant
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
