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"Always Moving You Forward... Never Letting You Fall Behind." 

Manage Your Money with Confidence

Manage Your Money with Confidence

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


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What We Bring to the Table

What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.


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What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Tax-Advantaged Investments

Investments Management

Retirement
Management

...And
More!

Tips and Resources

The latest topics in our library to Inform and Inspire.

<p>Lots of Variables with Fixed-Rate Mortgages</p>

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
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<p>Social Security: Five Facts You Need to Know</p>

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
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<p>The Business Cycle</p>

The Business Cycle

How will you weather the ups and downs of the business cycle?
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Our Expert

Scott M.  Lask

Scott M. Lask

Owner & Chief Investment Officer

845-774-2745

845-774-2746

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