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Welcome!

Welcome!

February 12, 2023

I have had the good fortune to help people for over 40 years plan for their financial futures.  Our approach at Capital Street is very detailed, with your needs and goals driving the process.  If you would like help building your financial security, you have come to the right place.

Our team of competent and conscientious financial professionals are here to help.  We would appreciate the opportunity to share our process with you.  You can use the link below this message to schedule an initial consultation.

In that meeting, we will review what is most important to you and see if there is a fit with how we advise our clients.  We can start the planning process if you want to go forward.   

During that initial consultation, we will also discuss how professionals in our industry are compensated.  We believe the more informed you are, the more confident you will be in our recommendations. 

I look forward to meeting you.  Take care and I hope to see you soon.

Click HERE to schedule a meeting.

Click HERE to reach out with questions.