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We're here for YOU...

...Whether you're looking for employee benefits or financial solutions for you and your loved ones.

Eventually, we are all confronted by life's twists and turns. In our practice, we help you protect against uncertain events, all the while, staying focused upon the future you seek. When one's business or house is in order, things are smoother and easier for everyone.

For over 30 years, we've worked to bring both timely and timeless approaches to each situation. 

This site, our valued employees and office resources are here for you. We hope you enjoy your experience.

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Your Process

Your Process

We create strategies that are tailored to your goals.

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Our History

Our History

We're prepared to guide you through life's transitions. 

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Shared Values

Shared Values

We operate our business with ethics and integrity.

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Resources

Resources

Let's talk about your investment strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Welcome to the family!

When you work with us, you're part of the family. 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.

Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Meet Our Team

S Lujuana Bull

S. Lujuana Bull, CLU, ChFC

Investment Advisor Representative

559-322-9400

559-322-9410

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