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Your Guide to Independence
Bridging the Confidence Gap
It May Be Time for a Financial Checkup
While there are many advisors you could work with, we seek to provide a special experience here. We have a passion for helping families try to grow their wealth and protect their assets from the unforeseen.
We are actively in business, and we're never too busy to see if we can help your friends and family through our work.
We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.
There's a lot of confusion around the new Tax Cuts and Jobs Act. Luckily, we're here to help. This ebook will tell you everything you need to know about the biggest tax reform and overhaul in 30 years.
"The investor of today does not profit from yesterday's growth."
- Warren Buffet
We create financial strategies tailored to your goals
Click below to learn about our tax planning services
George Popov, aka "Your Personal CFO," is a veteran of the financial services industry.
Guided Wealth Portfolios
Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.
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