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The Right Advisors for the Right Clients

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. And as wealthy individuals you have many choices.

That's where we come in. As independent financial advisors, we use a disciplined step by step approach in understanding your situation and desired financial future in creating your customized financial strategy and plan.

Our goal is to provide you with guidance that can help you understand what's important to you and better define your financial goals. We work hard to create a trusting, mutually beneficial and respected long-term relationship with our clients and their families.

As members of the community for several years, we take pride in knowing that we have helped many people pursue the type of financial future they dreamed about.

We add a limited number of new clients per year as our primary goal is to provide exceptional service to our existing clients. 

For more information about John Schooler CFP®, ChFC®, CFS® and       John Page CFP®, RICP®  and our services, please call or send us a question. We would enjoy learning more about your goals and dreams.