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Read my latest article for Forbes.com or watch my 11 minute video to explore similar topics. Have time on your hands? Read and Watch- I cover a few different financial concerns facing individuals today.
Whether you have personal financial questions or are responsible for the health of your company, call on ValuesQuest for impartial advice and comprehensive solutions.
Our innovation and experience will help you build a practical plan for working toward your goals, no matter the size of your business or level of wealth, both now and in the future. Contact us today for a complimentary, no-obligation consultation with a Certified Financial Planner™ (CFP®).
WEALTH - is the ability to fully experience life and we empower you in living life fully.
We have a duty of undivided loyalty to our clientele. We operate with integrity to earn the trust and confidence of our clients. We believe in continuing education and due diligence to stay abreast of our clients’ changing needs.
NOW - is the moment that matters most and we plan for tomorrow so you can live in the now.
CREATE - a future that inspires you with our unique approach to planning.
We are a full service financial consulting firm that goes beyond what’s expected. Our client discovery sessions are designed to uncover what you really value and what you are on quest to fulfill, then we create the plan with you to keep you on course.
Our partnership with existing clients is invaluable and we enjoy the collaboration and opportunity to create plans that can help build your financial confidence.
Copyright 2015. All rights reserved.
This communication is strictly intended for individuals residing in the states of
No offers may be made or accepted from any resident outside these states due to various state regulations and registration
requirements regarding investment products and services.
Fixed insurance products and services offered through CES Insurance Agency.
Securities and advisory services offered through Commonwealth Financial Network®., Member FINRA, SIPC, a Registered Investment Adviser.
To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account with LPL Financial, we ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents. We may share information obtained from you with third parties to verify your identity, in compliance with this federal law.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.