Meet the Team

Matthew J. Cruz, AIF®, CRPS®
Conferred by the College for Financial Planning
Accredited Investment Fiduciary

Narinder S. Bains, CRPC®
Conferred by the College for Financial Planning
Chartered Retirement Planning Counselor

Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
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How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
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