Live Fearlessly

Enjoy a clear picture of your retirement possibilities

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Meet Troy

“When Wall Street says one thing, what does that really mean to mom and pop Main Street?”

Combining professional dedication and personal commitment, Troy offers creative financial services in the context of a personal, caring relationship. A natural problem solver, he believes successful client relationships are built on communication, trust, personalized service and consistent results.

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Fearless Retirement Process

Solve Your Retirement Puzzle

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Instant Download

Your taxes will go down in retirement, right?

Not necessarily, and the last thing you want is to end up paying more than your fair share. We created this complimentary 8-page guide to help you better understand how taxes could affect your retirement income. Download today to discover:

  • The different types of retirement accounts

  • Why tax laws are ever-changing

  • Options for tax deductions in retirement

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Our Promise to You

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. We utilize all of our resources to help you pursue your goals and we’re not afraid to challenge conventional wisdom in investing and preserving wealth. All of our energy, commitment and efforts are focused on you and your satisfaction.

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