“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.

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Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 27,335.63 -0.09%
NYSE Composite 13,195.19 -0.29%
AMEX Composite 2,580.59 -0.48%

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All quotes are in US Eastern Time (EST).
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