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Your Future

• Retirement Planning

• Disability Income Insurance

• Long Term Care Insurance

• Investment Services

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Your Family

• Life Insurance

• Disability Income Insurance

• College Planning

• Financial Planning

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Your Business

• Retirement Plans

• Group Benefits

• Employee Retention

• Executive Bonuses

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15 Years. One Focus.

Building strong client relationships is the foundation of my approach. Whether you are planning for retirement, or trying to protect your family from the unexpected,  I can help. With more than 15 years of combined experience,

what clients love most is my event driven process because it is so simple for them.  My process enables me to watch all of your financial accounts, even those accounts that are not under my management. By monitoring your financial accounts in real time,  my team and I receive alerts on events that could potentially affect your financial goals.  These real time alerts allow my team and I to collaborate with you, my valued client, so that we can make real time decisions. Should we need the opinion of a local expert, such as an attorney or CPA, they are right down the hall. The goal of my event driven process is for you to spend less time monitoring your finances, and more time doing what you enjoy.

Planning for you and yours,

Christopher Conti

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