LEGACIES THAT LAST FOR
LEGACIES THAT LAST FOR Generations

Comprehensive wealth planning built with your individual needs in mind.

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Rob Lyons

Rob Lyons, CFP®

Managing Partner & Financial Advisor

"Our client relationships are built on a foundation of trust, propelled by the knowledge it takes to succeed."
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KEVIN LYONS

PARTNER & FINANCIAL ADVISOR

“There is a powerful feeling in helping people achieve their financial goals…Knowing that you are a part of creating a lasting legacy is extremely fulfilling”
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Kevin Lyons
Kelly Morris

KELLY MORRIS

CLIENT RELATIONSHIP MANAGER

“The personal approach we take here makes all the difference. Our clients really are like family, and having this trusting relationship makes every success much more rewarding.”
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TERRY HASTINGS

FINANCIAL ADVISOR

“By taking a holistic and highly individual approach to investment, we are creating new potentials for success at every turn.”
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Terry Hastings
About Us

with us you can find
Solutions

Investment Planning

“Building a legacy of wealth starts with good planning.”
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Family

Financial Planning

“Create a road map between where you are and where you would like to be.”
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Risk/Insurance Planning

“A realistic approach to risk management simplifies the planning process.”
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Fiduciary Trust Services

“Caring for your legacy is the highest priority.”
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The latest in your world
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Market Update: Recovery...But Challenges Remain

The latest consumer confidence numbers are showing us that consumers are postponing discretionary purchases and feeling a little less confident about the future right now. It's been a highly unpredictable time and we see economic challenges ahead. View our latest video to learn more and hear our recommendations. Video Transcript: Greetings from Sarasota, Florida, where […]
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Inflation and Price Increases - What Will It Mean for You?

There is a major trend unfolding over the last few months that has caught our attention and is probably already affecting your finances. Gasoline, food, lumber and overall inflation on many items that have been pretty stable over the last few years are starting to jump up quickly. What will these rapid increases mean to […]
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Warning Signs & Speculative Behavior

The stock market has been hitting record highs over the last several months, but beneath the surface, there are red flags are everywhere.
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