Direction

It All Starts With The Plan



Making sure you get the proper advice starts with taking an in-depth look at where you are today and where you want to be tomorrow.







And because we know your objectives may change over time, we approach financial planning as a dynamic, ongoing process that takes into account your personal circumstances, changes in the tax laws, and changes in the marketplace. We can help you design a plan that evolves with you and results in a well-coordinated series of recommendations that can be easily implemented.



 

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Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,492.21 -0.26
Nasdaq Composite 8,007.47 +0.18
Nasdaq 100 7,563.19 +0.19
OSX Oil Service Sector Index 150.85 +1.02

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