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What We Do.

Our first priority is your helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.


We create strategies tailored to your goals.

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Without any conflicts of interest we put your needs first.

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We enjoy building trusted relationships that span generations.

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“It isn’t what you have, or who you are, or where you are, or what you are doing that makes you happy or unhappy. It is what you think about.”   -Dale Carnegie

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Meet Our Team

Bob Hurst

Retired Founder

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Jeff Hurst, CPA


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Rick Hurst

Operations Manager

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Resource Team

Specialized Services

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