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Is your financial future S.M.A.R.T.?
Secure. Measurable. Achievable. Responsible. Trustworthy.

Find out

Total Life Strategies Program

Our experienced financial planners will help you build a custom financial strategy that fits your life and your goals, now and in the future.

The Total Life Strategies Program will help you:

  • Establish your goals (both personal and financial)
  • Understand your risk profile
  • Determine how much money you need to achieve your goals
  • Figure out what else you need in addition to money to have greater peace of mind
  • Stop worrying about money and start enjoying your life
Start Your Program

Charlie's Ebook

Steps to Financial Peace of Mind
Move from Information Overload to a Focused Plan and Feel Good about Your Future
by Charles Brophy, CFP, CLU, ChFC

If you are feeling overwhelmed by the variety of products out there, if you are confused about what investment strategy works best for you, or if you want financial security and abundance for yourself and your family but just don’t know where to start, this book was designed to be a beacon through the fog.

Steps to Financial Peace of Mind: Move from Information Overload to a Focused Plan and Feel Good about your Future. Charles Brophy, CFP, CLU, ChFC, Financial Advisor

What Our Clients Are Saying

Dr. Marie. L.

“Are you looking for someone you can trust? Who will give you unbiased advice? Who will put your interests first? Do you prefer dealing directly with a friendly and personable individual, in a warm and sympathetic environment? Then, like me, you will turn to Charles Brophy and his Team at...Read more

Marilyn R.

“For almost 30 years we've had the privilege of working with Charlie and his staff. We appreciate their caring and thoughtful service. Charlie is interested in working with people and is always willing to go ‘the second mile’ to help his clients.”

Grace and Jim H.

“It has been a pleasure knowing Charlie for the past 30 years. During that period, we have received outstanding service from him personally and his staff , for which we are thankful and appreciative. We look forward to the continuation of our relationship for many years to come.”

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