<strong>Who We Are</strong>

Who We Are

We are your local investment and financial planning partner…big enough to deliver, small enough to care.

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<strong>Road to Retirement</strong>

Road to Retirement

Follow along with Kurt's latest project: writing a book. Learn more about his book Road to Retirement and how it can benefit you.

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<strong>2022/2023 Year-End Guide</strong>

2022/2023 Year-End Guide

To ease some of the burdens of the upcoming tax season, this guide will help you become familiar with important dates, deadlines, challenges, and opportunities that may come up as we approach the end of the year.

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

The One Tree Hill Blog

The One Tree Hill Blog

Get caught up on the latest market news with insightful and entertaining articles that we put out each week.

Riskalyze &#8211; Get your Risk Number&#174; now!

Riskalyze – Get your Risk Number® now!

The Risk Number helps us ensure that your portfolio aligns with YOUR investment goals and expectations.

  • Award winning technology
  • One simple questionnaire – One number
  • Make the first step to pursue your financial goals
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What is Riskalyze?

What is Riskalyze?

Built on a Nobel Prize-winning framework, Riskalyze quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number, a number between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain. Advisors then build an investment portfolio to match the client’s Risk Number and chart a clearly defined path to the client’s goals

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IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results of this tool may vary with each use and over time.

No strategy assures success or protects against loss. Investing is subject to risk which may involve loss of principal. Riskalyze is not affiliated with LPL Financial.

Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance.

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