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Intelligent Investing with
SimpleVisorTM Portfolios

Professional portfolio management powered by
cutting-edge technology. Put SimpleVisor to work for you.

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Savvy Medicare Planning

What Baby Boomers Need to Know About Medicare

Thursday, September 18, 2025, Noon CDT
Live-Streamed Webinar on StreamYard.com

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Two Dads on Money

How to Raise Financially Smart Kids and Manage Family Finances

Series with Lance Roberts and Jonathan Penn

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The Bull Bear Report

A Weekly Report on Whatโ€™s
Happening in the Markets, and
How to Navigate the Week Ahead

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Daily Market Commentary

Professional Market Analysis and Investment insights from the RIA Team of Experts

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Financial Survival Guides

Navigate the Markets and Achieve Your Financial Life Benchmarks

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The Services We Offer

Invest

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Begin building your wealth with our proven strategies.

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Retire

Retire

Secure your future with a comprehensive retirement plan today.

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Safeguard your important assets against unforeseen events.

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Benefits

Access exclusive benefits tailored for you and your employees.

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Who We Are

The team behind RIA has extensive experience in the financial industry. As fiduciaries, our team is dedicated to transparency, diligence, and serving your needs. Our financial planning professionals hold relevant certifications, and our investment team collectively has over 30 years of experience in portfolio management.

Elevate Your
Finances

Conservative, Disciplined, Distinct. Insights and solutions tailored to meet your financial needs.

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