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No One Strategy Fits Everyone What Our Kids Can Teach us About Saving Money An Approach Designed For You Rightsizing for Retirement

Who We Are

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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What We Do

Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Why We Do It

We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.

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Meet Our Team

James Hardy

Chairman and CEO

Gary Opp

President

Camber Hardy

Vice Chairman