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Our goal is to deliver financial confidence to your employees.
“We discuss with employees and clients “We work closely with our clients so that
ME what is important to them regarding SC we have a good understanding of their
their financial goals and clarify where goals and where they stand today.
they stand towards those goals. Then, a plan of From there, we are able to better assist in
action is implemented to help them achieve accomplishing what is most important to
their objective. We also monitor their progress our clients. ”
to ensure that they are on track and make — Matthew Perry, CFP,® APMA®
adjustments as needed. “
Private Wealth Advisor
— John Hughes, CFP®, ChFC®, RICP®
Private Wealth Advisor
“Our team works closely with employees
MA “When I meet with employees, I try to TN to help them understand their benefits
help them understand how important it
is that all pieces to the financial puzzle and the importance of utilizing all the
are in place to mitigate being blindsided. If tools provided to build a sound financial founda-
there is a need, I explore all options to help tion for their families. We understand that each
them make an informed decision.”
individual/family is different and we work to
— Eric Fallon, CRPC®, CMFC®, APMA® ensure that they achieve a confident retirement.”
Financial Advisor
— James Scotchie, CFP®
Private Wealth Advisor
