Our Services

Our Services

From wealth management to estate concerns, we're ready to help.

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Our Values

Our Values

We take pride in creating practiced, disciplined, and comprehensive investment strategies.

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Our Community

Our Community

Creating and effective investment strategy is an ongoing process, and our team is with you every step of the way.

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"Everyone has their own unique goals and aspirations.
Our goal as financial professionals is to provide clients with detailed investment plans that can be modified with changing priorities. This helps our clients understand where they currently stand versus where they are headed.

We look forward to working with you!" — Leslie Dunn, Founder and Managing Principal

About Us
See the World Without Breaking the Bank

See the World Without Breaking the Bank

Check out the Traveling Dragonfly for great tips to make your travel budget go further.

New Clients

New Clients

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Existing Clients

Existing Clients

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Resource Center

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.
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What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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Helpful Retirement Strategies for Women

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.
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