We believe that the key to pursuing your financial goals is having the right plan, the best information and an unbiased group of advisors to guide you. We offer a personal approach to financial planning, estate planning, and education planning as well as portfolio management, asset allocation, risk management, and asset protection.

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Current Market Conditions:

Read the latest up to date market commentary from leading economists and money managers

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Our Process:

Explore the process we
use to help our clients

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Market News:

Explore more in depth quarterly market commentary and forecasting from leading economists and money managers

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Five Star Professional

Donald Angel, Douglas Cardiff and Thomas Provins have each earned the distinction of the Five Star Award for excellence in Wealth Management every year since 2012.

Five Star Wealth Manager Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2015 Five Star Wealth Managers.

Securities, Advisory Services and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

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business only with residents of the following states: AZ, CA, CT, DC, FL, GA, IL, IN, KY, MD, MI, MN, NC, NJ, NY, OH, PA, SC, SD, TX, VA, WA,WI, WV

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