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Our Mission

How We Work

Our mission statement is to help our clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their qualified and knowledgeable advisor. We aim to accomplish this through education, training, integrity, and outstanding client service.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our History

Our History

Partners Retirement and Wealth Management was launched in 2007, providing all clients access to financial products and services to manage their financial goals. Over the years, we have grown into a full-service investment planning and asset management organization, serving the investment and financial planning needs of the credit union members and our clients.

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