Protecting and growing wealth

Protecting and growing wealth

Protecting your wealth is just as important as growing it. Depending on your current circumstance and long-term investment strategy, we may recommend insurance protection as a crucial element of your comprehensive investment portfolio. Your financial future depends on a variety of circumstances, some of which are uncontrollable. However, when you’re prepared with a protection strategy the uncontrollable has the potential to become manageable. Instating an insurance policy or an annuity with guaranteed income and/or estate benefits can help protect your financial security by leveraging your ability to give attention to unforeseen costs and losses, such as disability, loss of life, and long-term care.

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Managing Partners

You deserve to know that you matter and what you’re striving for is achievable with disciplined, tactical strategies, and a dedicated team of advisors who are committed to you and your future. To us, being your advisor is more than just managing your wealth, it’s being your confidant and constant pillar of sound advice throughout every stage of your life.

<strong>Sathya Chey<br/></strong>CFP<sup><span>&#174;</span></sup>, CDFA<sup><span>&#174;</span></sup>, CSRIC<sup><span>&#174;</span></sup>, MBA

Sathya Chey
CFP®, CDFA®, CSRIC®, MBA

Managing Partner, Wealth Advisor

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<strong>Steve Carlsen<br/></strong>CSRIC<span><sup>&#174;</sup></span>

Steve Carlsen
CSRIC®

Managing Partner, Wealth Advisor

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