Our Library

Our file library contains information we feel will help you become more financially literate.

Managed Municipal Strategy (pdf)

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Our Investment Philosophy (pdf)

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Our Value Proposition (pdf)

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3 Pillars of a Financial Plan (pdf)

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5 Tips to Consider Before Choosing an Advisor (pdf)

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Year-End Tax Planning Guide - 2016 Edition (pdf)

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Executive Compensation Article (pdf)

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Risk Management 101 (pdf)

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Athlete Transition (pdf)

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The Financial Contentment Letter (pdf)

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Creating an Option Exercise Schedule (pdf)

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Case Study: Fifteen Years Until Retirement with No Plan in Place (pdf)

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Client Service Calendar (pdf)

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Overview of Services & Fees (pdf)

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