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What is Your Financial Freedom?
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
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Our Business: Protection
Financial Planning
Retirement Planning
Investment Planning
Insurance Planning
We manage assets for individuals and families, providing investment management and financial planning services.
Team
Allen Coskrey
President, Financial Advisor
Hilary Pluemer,
CFP®
Director of Practice Management
Paul L. Keeton
Vice President, Advisory Solutions
Wes Shindler
Compliance Officer
Blogs
Jun 20, 2019
Investing 101
Jun 13, 2019
Art as an Investment
Jun 6, 2019
How to Protect Your Personal Data Online
May 30, 2019
Suggestions for Long-Term Financial Health
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