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  • ABOUT US
  • WHAT WE DO
  • WHO WE SERVE
  • MEET THE TEAM
    • DAVID JOHAN
    • TRAVIS HIGGINS
    • R. JEFFREY. DURHAM
    • JULIE OLSEN
    • MARK BLASER
    • DOCEO NATION
    • UPCOMING EVENTS
  • BLOG
  • CLIENT LOGIN
  • FORM CRS PDF
  • CONTACT US
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Moving Beyond 60 40 Investment Portfolio

Moving Beyond 60 40 Investment Portfolio

October 1, 2018 By client
Moving beyond the 60/40 investment portfolio

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Money management/nfl players go broke Travis Higgins

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Why Do So Many NFL Players Go Broke? Travis Higgins Has The Answer

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Meet the financial advisers to some of the richest people in the US

March 14, 2015 By client
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Meet the financial advisers to some of the richest people in the US

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Financial advisor insights march 4 2015

March 4, 2015 By client
Financial advisor insights march 4 2015

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Helping a client become a US citizen

January 6, 2015 By client
Helping a client become a US citizen

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