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PURSUE  YOUR  FINANCIAL  GOALS WITH OUR  PROFESSIONAL  GUIDANCE

Financial Planning

Our financial plans offer a high-degree of personalization that matches your investments to your goals and ability to take on risk.

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Retirement Planning

No matter what stage of life you’re in, we can help you pursue independence, freedom and the things that matter most to you.

WE MAKE CHOOSING AN ADVISOR EASY

Our team approach to financial planning, providing you with a broader scope of expertise than you will likely find in any one person.


​We are wealth advisors for hard working people who aspire to a work optional lifestyle.


Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

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SHAUN SEARLE

Branch Manager, RJFS
Investment Executive, HWM

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BRETT BIDDINGER

Financial Advisor, RJFS
Director of Client Relations, HWM

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Lezlee Locke

Director of Client Services, HWM

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HAPPINESS  IS  NOT  IN  THE  MERE  POSSESSION  OF MONEY; IT  LIES  IN  THE  JOY  OF  ACHIEVEMENT,  IN  THE THRILL  OF CREATIVE  EFFORT.
 
-  Franklin  D.  Roosevelt

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To schedule a consultation or learn more about our team, please fill out the following form or call us at 580-767-7700.

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