Individual Owners

Whether you are looking for comprehensive financial planning, investment advice, or estate planning, we have the tools and experience to develop and implement a customized plan to address your specific needs and goals.

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Retirement Plan Consulting

The goal of a retirement plan is to ensure financial security later in life.

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Business Planning

Successful business continuity and succession planning doesn’t just happen – it requires professional guidance and objective advice

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Comprehensive Solutions For Your Financial Future

“Plan Well. Save Prudently. Retire Confidently.”

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Client Resources

Monthly retirement reports and participant memos

Darren Limesand

An Accredited Investment Fiduciary® with advanced training and competency in the subject of fiduciary responsibility and the ability to implement a prudent process

Contact Us

We welcome the opportunity to be a resource to you and your organization. Please contact us for more information on how we may assist you.

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Darren Limesand Financial