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WE HELP YOU CREATE A PLAN

WE HELP YOU CREATE A PLAN

so you may thrive during life's unplanned moments

OUR APPROACH

OUR APPROACH

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OUR HISTORY

OUR HISTORY

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OUR VALUES

OUR VALUES

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CLIENT CENTERED

CLIENT CENTERED

We help clients identify what is important to them through goals-based financial guidance. As an independent family business, we maintain objectivity with no top-down pressure regarding specific products, numbers of new clients, or sales goals. We take our fiduciary duties seriously by putting our clients' best interests first and finding cost-effective solutions for all levels of net worth. 

For inspiration to get started, try one of our favorite interactive calculators in the Resource Center. 

Resource Center


TAKAGI MEANS "TALL TREE"

Our family honors our roots and small-business values planted by previous generations while promoting fresh ideas, sustainable growth, modern communication methods and advanced technology solutions. 

We are financial educators, and many of us are previous teachers or coaches. Whether you are working or retired, home-based or globe-trotting, we offer education, financial planning, and à la carte services to help you thrive during life's unplanned moments.

Tell me, what is it you plan to do
With your one wild and precious life?

-Mary Oliver, “The Summer Day”

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