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No One Strategy Fits Everyone Our Team Approach
Our Mission

Our Mission

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Gary D Schaudt

Registered Principal


With 15 years in the financial services industry, Gary helps clients realize their financial goals. Currently, Gary holds his Series 7, 24, 53, 63, and 66 securities licenses.

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Our Process

We create strategies that are tailored to your needs and goals.

Our Services

Years of experience have prepared us to guide you through your life transitions.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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