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You Deserve Financial Peace of  Mind

Our hope is that you reach that by taking measures to secure your future. There is no such thing as a cookie-cutter plan. We want yours to be so solid that you hardly think about money anymore because you have the confidence we've got it all covered and it's not something that weighs on your shoulders or keeps you up at night.

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<strong>Grow Your Finances</strong>

Grow Your Finances

Our team of professionals have over forty years of experience in financial services. We can help you address your needs of today and for many years to come. When was the last time your retirement plan was reviewed? Let us help! We look forward to working with you.

<strong>Financial Planning Shouldn't Be Scary</strong>

Financial Planning Shouldn't Be Scary

Have faith! We can help take the fear out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Meet Our Experienced Financial Professional

Susan J Newman

Investment Advisor Representative


I am an experienced professional ready to assist you in your financial planning needs. When I started in investments, I found a passion for helping clients not only plan their goals but help them achieve them. My desire is to educate...

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