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Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Fran Goldman - Sr. Wealth Advisor

Fran Goldman, CFP®, MBA

Sr. Wealth Advisor

Kristen Comeau

Regional Vice President

Boulder, Denver, Frisco, Omaha, Cincinnati, Columbus, McLean, Richmond, Roanoke, Washington, DC, Lexington, Louisville, Hunt Valley

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Insights

Evaluating Different Annuities To Fit Your Financial Plan

October 17, 2025

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HSAs as an Investment Tool: What To Consider During Open Enrollment

October 16, 2025

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Smart Tax Strategies for Investors: Capital Gains and Tax Loss Harvesting Explained

October 15, 2025

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