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About UsPractical Financial Advice You Can
Count On

Give your financial health the professional care it needs.

Give your financial health the professional care it needs.

There’s no need to do it alone.  Allow our team to assist you in bridging the gap between your finance and dreams. Our Blueprint assists with keeping you on track to build the financial future that’s important to you.

We specialize in your financial wellness.

With over 30 years of working with individuals and their families.

Our independence sets us apart.

We are fully registered with Cetera Advisor Networks helping assure full compliance with the SEC and allowing us access to a wide range of financial resources, but we are not employees.  We answer our clients for their needs.

Meet Your Team

We'll help you organize your financial life, help address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Speak with a Financial Professional

Let’s begin the conversation. Click below to speak with a member of the SFI team.

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