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<p>Behavioral Finance</p>

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

<p>The Ivory Tower Changes Wall Street</p>

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
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<p>What's So Great About a Rollover?</p>

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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<p>Home Mortgage Deduction</p>

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.
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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Allison Stanley

Allison Stanley

Administration

Afton  Land

Afton Land

Administration

Luke Granlund

Luke Granlund

Wealth Management Assistant

LET'S GET CONNECTED

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