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

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We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from us.