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CREATING A FINANCIAL PLAN TO PURSUE

FINANCIAL FREEDOM

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

WHY US?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

Our Philosophy 

As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress..

Our Process 

A strong planning process is the best way to create a more financially sound plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

This is what we do. Get in Touch.

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OUR SERVICES

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

Investments

Investments

Investments can play a key role in your financial plan. A mix of registered and non-registered savings can help pursue your goals.

Insurance

Insurance

Insurance is essential to any comprehensive financial plan. It can protect you and your family from undue hardship.

Retirement Planning

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

Your Finances

Your Finances

Managing your finances is an important component to any financial plan. Money management strategies help you manage your savings on a daily basis.

Asset Allocation

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

Charitable Giving

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

OUR TEAM

Learn more about our amazing team of professionals.

 William (Bill) Orchard-Hays III

William (Bill) Orchard-Hays III

Financial Planner & Investment Advisor Representative

630-664-9072

888-646-5602

Alexander Peets

Alexander Peets

Financial Planner & Wealth Manager

804-904-2915

888-646-5602

Aaron Clasen

Aaron Clasen

Investment Professional

630-461-0284

888-646-5602

Sandy Yu

Sandy Yu

Investment Professional

630-882-9460

630-800-3689

Sean Cisney

Sean Cisney

Financial Planner & Wealth Manager

305-923-7364

888-400-3178

CONTACT US

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