we specialize in offering a fresh, innovative approach to financial planning to help our clients live their ideal lives.
Our planning services provide world-class strategic advice but we first and foremost pride ourselves on our client service that, as you will find, is second to none. We are local financial professionals who are respected within the community, but most importantly competent and trustworthy.
Our financial planning model ensures we understand your core values, identify your most important goals, and then we develop a comprehensive plan that gives you the highest probability that you will achieve them.
We continue to work closely with you, keeping you informed every step of the way and keeping you accountable for doing what it takes to reach your goals so that you can go and live a wonderful life removing the worry and stress that financial uncertainty can bring.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Nevotti-Spinks Asset Management is not affiliated with Cambridge Investment research, Inc.
Licensed to do insurance business in California (License #0G89692), Illinois and Texas. Cambridge does not offer tax advice.
This communication is strictly intended for individuals residing in the states of AK, AL, CA, CO, DC, FL, GA, IA, IL, KY, MD, ND, NE, NJ, NM, TX, WA, WV. No offers may be made or accepted from any resident outside the specific states referenced.
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