Creating Strong Financial
Futures Since 1964

Proudly serving veterinarians, members of the medical profession, business owners,
professionals, retirees, single adults, and families.

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Our Family
Serving Yours

For more than half a century, our family has been helping people clarify their financial objectives and accomplish their goals, leaving a lasting legacy for generations to come. Through comprehensive financial planning, asset protection, and wealth management strategies, we help veterinarians, business owners and families take decisive action to ensure growth, security, and continuity for their futures. We take pride in our highly-personalized approach, providing every client with the attentive service and innovative solutions they deserve.

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Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
NYSE Composite 15,010.47 -1.29%
AMEX Composite 2,601.66 -1.80%
OSX Oil Service Sector Index 95.32 -1.45%

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