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Unlike other financial service companies, we don’t sell every person who comes through our door on the same product. We are people-focused and want the best for you, your family, and your assets.
Meet Financial Planner Gregory Liszka CFP®, RICP® & Michael Peck
In this call (or in-person meeting) we listen to you & assess your goals. We will begin to take you through our Investment Roadmap Tool® to determine how to get from where you are now to where you want to be.
From this call, if we find that we are a good fit for one another, we will develop & execute a plan that has been custom built for you to work towards your investment goals.
We will meet with you each year to review and adjust your plan so you can face your future with confidence. Being Confident in your progress gives you the freedom to invest your life in what matters most.