“A goal without a plan is just a wish.” - Antoine de Saint-Exupéry

To get you started on achieving your dreams, 
we will approach the planning process in three

parts—Discuss, Design, and Deliver. Each component

helps ensure that I will thoroughly understand your

goals, have the data necessary to begin an analysis of

your financial picture, and develop a tailored strategy for you.


Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,914.10 +0.25%
Nasdaq Composite 7,688.53 +0.76%
NYSE Composite 12,781.41 +0.52%
AMEX Composite 2,575.41 +0.86%

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