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Built into the Trek practice is a long-term succession plan that will support our clients and the generations behind them, for years to come. There will always be another advisor within the practice who knows you, and knows what your goals are – so you can feel confident that your plan will never skip a beat. Rest assured that the relationship you started with Trek will last your lifetime, and the lifetime of your children, because we have the succession plan built in to the foundation of our practice.
The foundation of a strong financial plan is far more than having a diversified portfolio, it is about making difficult decisions that continue to occur throughout your life in all areas of your financial world. We strive to bring you the expertise you need to navigate through life’s decisions. With this in mind, we partner with Trek Financial, LLC., a SEC Registered Investment Advisory firm.
With the support of the Trek Corporate Management Team, we are able to provide the best service possible to our clients. Additionally, by aligning with Trek, we are able to provide our clients with additional planning resources.
