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      Details

      General Info

      We believe that accomplishment of your life goals is best done by assembling a financial plan that fits your specific needs and personality. Executing that plan requires AS much emphasis on managing risk AS seeking return. While we believe that the cornerstones of investing involve patience and long term commitment. We are committed to being vigilant in evaluating and weighing shifting economic and market conditions and making timely and necessary changes to your portfolio.

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      Contact Info

      Phone:

      Main - 479-935-4435

      Address:
      2020 E Joyce Blvd Ste 2 Fayetteville, AR 72703
      Email:

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      Category
      Investment Management
      Services / Products
      We believe in personally knowing OUR clients and their financial needs. We are committed to serving OUR clients AT every financial stage of their lives through OUR financial services. These stages MAY include accumulating and preserving wealth. Establishing a retirement income plan. Or planning an orderly transition of assets to heirs. We strive to ensure OUR clients fully understand the financial plan we formulate for them. Your financial plan is something YOU. Or a Family member. MAY BE managing your entire life and we DO OUR best to explain and BE there throughout the process. OUR clients will have OUR full effort. Expertise. And attention. We believe that we are managing more than your money. We’re helping YOU shape your future.
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      Data provided by one or more of the following: Thryv, Data Axle, Yext.