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About Us

Everyone in their life time has and will have the ability to earn, spend and hopefully grow. We want to help you see the value in where you are, and assist you in putting together the plan to get you there. 

Our firm takes a comprehensive approach in assisting our clients and/or members with their overall vision. We create a plan that includes insuring risk and sustainability for both short term and long term goals.

We have over 25 years of combined experience in helping individuals, families, and organizations structure and build. Our focus on savings, your health, insurance, asset management, risk management, and planning allows us to protect your overall estate while growing your future. 

Thank you for visiting our site

We look forward to serving you. 


Ulrich D. Baker 

Ulrich D. Baker 


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