David J. Blount, CFP®

Thank you for visiting our website!  We believe that everyone should have the opportunity to achieve his or her financial goals. However, we recognize that many people regard financial planning as complex and confusing and may miss out on potentially rewarding opportunities. Others take unnecessary risks and fail to preserve their assets adequately.  Our website is designed to help you gain a better understanding of the wealth management strategies behind insurance, investments, retirement and estate planning concepts. We're here to help educate you about the basic concepts of financial management, to help you learn more about who we are and to give you easy access to market performance data. We hope you take advantage of this resource, visit us often, and consider consulting with us regarding your financial goals.


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