Vision Statement:
"Our vision is to help our clients identify and plan to achieve their financial goals by offering the highest standard of professional service and independent, professional advice."
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Vision Statement: |
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Advisory services through Securities Monitoring Group, LLC an SEC Registered Investment Advisor. Securities and additional advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Theis & Dougherty Financial Services, Inc. and Securities Monitoring Group, LLC are not affiliated entities with IFG. |