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Welcome

We are a Client Centered comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to pursue your financial goals by utilizing state of the art products and delivering an unprecedented level of personalized service while putting your needs first.

The financial planning process is ongoing, involving various steps. Lee Kilbrith, CPA, PFS and his team can assist you with your financial plan. The end result is a plan which can and will change over time due to process and variations in your circumstances such as changes in health status, changes in career, family changes, and many other life events. Just like life is always in motion, a good sound financial plan can and should be modified to suit changing goals.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at . We look forward to hearing from you.

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Services

We create strategies tailored to your goals.

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Independence

Without any conflicts of interest we put your needs first.

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Trust

We enjoy building trusted relationships that span generations.

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