Your "30,000 FT. Wealth Management TEAM"

<sup>The 30,000 Ft. Wealth Management team's practice has been built around putting our clients' interests first. We understand that every individual, family, and business has their own unique goals. We assist our clients in pursuing their goals in the most efficient way.</sup>

The 30,000 Ft. Wealth Management team's practice has been built around putting our clients' interests first. We understand that every individual, family, and business has their own unique goals. We assist our clients in pursuing their goals in the most efficient way.

OUR WORK

    Individual Needs

    Wealth Management

    Retirement Planning

    Investment Management

    Asset Protection

      Business Needs 

      401(k)

      Business Succession Planning

      Employer Sponsored Plans

      Executive Compensation Strategies

      <sup>One of the ways we do this is by providing clients access to their own personal website &#62;&#62; eMoney</sup>

      One of the ways we do this is by providing clients access to their own personal website >> eMoney

      Where they can consolidate all of their financial information in a secure way.

      This allows our clients to monitor their accounts and work with our advisors to help pursue their individual goals.



      We provide custom solutions for both individuals and businesses by incorporating services such as:

      SERVING INDIVIDUALS

      Learn more about how we can help you plan for retirement and pursue financial success.

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      BUSINESS PLANNING

      Learn more about how we can serve both the needs of your busines and your employees.

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      INVESTMENT STRATEGIES

      Learn more about how our open architecture approach can work for your financial goals.

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