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As an independent firm, we are committed to offering complete objectivity and independent advice.

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We offer a full range of investment and financial services and have access to a wide array of strategies.

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Our Approach

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Our Professionals

Our team approach offers a range of services to provide more benefits to our clients.

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Our Designations

Choose from among a principled class of biblically wise financial professionals who have been trained in biblically wise financial advice for clients who long for confidence and purpose in their financial dealings.

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As a SmartVestor Pro, I am committed to educating and empowering you so that you can feel confident about your investment strategy. 

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The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Cornerstone Financial Management or LPL Financial.

"Financial freedom is available to those who learn about it and work for it.

Robert Kiyosaki

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