We are an independent financial firm that has been helping people establish and maintain their long-term financial goals since 1993.

Financial Planning covering various areas of investing, life insurance, 1031 exchanges, tax preparation term life quotes, and retirement planning

Cour Financial, Life Insurance, Investments, Investment Advisory, Sucession planning, exit planning, key person, golden handcuffs, 401k, mutual funds, ...

Erik M. Potts, MetDESK Specialist, CLTC, specializes assisting families with special needs planning. Erik M. Potts, CLTC specializes in estate planning and ...

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This Web site is designed to help clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable financial advisor.