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Patience

Patience

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

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Your Goals

Your Goals

We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. Investment and financial planning services are offered by John Monaco through his affiliation with Avantax.

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Your Needs

Your Needs

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Accounting Services

Accounting Services

With decades of experience, we’re excited to help you prepare for every eventuality, no matter what. We have only one goal in mind: your ideal future.

Financial Services

Financial Services

We believe every person deserves access to sound, informed financial advice. Regardless of your situation, tolerance for risk, and goals, we’re ready to help you prepare for the future. 

"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

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Learn How to Stay Calm Amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.



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