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CLARITY
of vision is the key to achieving your objectives.
-Tom Steyer
A life is not important except in the
IMPACT
it has on other lives.
-Jackie Robinson
TEAMWORK
is the fuel that allows common people to attain uncommon results.
-Andrew Carnegie
Throughout all my life and with all my heart I shall strive to be worthy of your
TRUST
-Queen Elizabeth II
SECURITY
isn’t securities.
It’s knowing that someone cares whether you are or cease to be.
-Malcolm Forbes
Today was good. Today was
FUN.
Tomorrow is another one.
-Dr. Seuss
DREAM IT. PLAN IT. LIVE IT.™
Learn More
Our Services
Asset Management
Financial and Retirement Planning
Tax Planning
Retirement Plans for Businesses
How Can We Help?
Find out how we can help bring Clarity to your financial picture.
Contact Us Now
Our Team
Matthew Barker
AIF®
Managing & Founding Partner
Christopher Conner
CFP®
Founding Partner
Stephen Crawford
MBA
Partner
Kris Cotton
Partner
Charles "Al" Cockrell, Jr.
CFP®
Partner
Sarah Meche
Client Services Associate
Madison Payne
Client Services Associate
Hilli Zilberg
Client Services Associate
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