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Who We Serve

Who We Serve

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Carlos B. Pargas, AEP®, CPA, CSEP®, CAP®

Wealth Management Advisor 
Retirement, Investments, and Insurance 
Businesses, Families and Individuals
Advanced Planning - Retirement

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Entrepreneurs and professionals need more than retirement planning. We can help you...

Client Centered
  • Specialized financial advice for your career and goals.

  • Protect your family and finances at every stage of life.

  • Get the advice you need for personal or professional change.

  • It’s never too early to start planning for your future.

Our Services

Specializing in the unique needs of peak career professionals.

First-Time Investors

First-Time Investors

Overcome market hesitancy with education and guidance.

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Business Owners and Entrepreneurs

Business Owners and Entrepreneurs

Supporting small business owners and investors

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Wealth Management

Wealth Management

Wealth-building consultation and management.

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Life Insurance

Life Insurance

Protect yourself and your family.

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Estate Strategy

Estate Strategy

Planning for every phase of life.

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Retirement Planning

Retirement Planning

Your most important financial milestone.

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Schedule a Complimentary Consultation

If you believe you could benefit from working with a financial professional, let’s review your portfolio, professional trajectory, and investment goals to see if you’re a good match for our practice.

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