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Our Focus

Investments are a matter of opinion, but taxes are a matter of fact. We understand the demand for lifetime income has gone through the roof. Designing income strategies to combat the tax ramifications of taking retirement income is one of our main focuses. The goal is to help you rediscover and clarify the financial values that drive you and your family.

<p>Are You Ready for Your Portfolio to Make a Difference?</p>

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.
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<p>When Do You Need a Will?</p>

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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<p>Lifetime of Earnings</p>

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.
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Meet Our Team

Are you Retirement Ready?

Are you Retirement Ready?

Take our free assessement to see what service is right for you.

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Marlon K. Scott, CRPC

Executive Vice President & Wealth Management Advisor

marlon@wsfadvice.com

Paul Boudwin, CWS

Executive Vice President & Wealth Management Advisor

paul@wsfadvice.com

Melanie Butler

Branch Operations Manager

Brian O. Butler, CRPC, CPFA

President and Wealth Management Advisor

bbutler@wsfadvice.com

What Our Team Has To Say:

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