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Consider Our Values

Our Focus Is On
What Matters

Faith – Purpose – Patience.
We believe a Life of Significance is lived out through a Life of Service, inspired by a Love for Family and a Reverence for Life. It is our desire to live generously and give passionately. This is the Legacy we want to leave to our Families and the Values we want them to remember us by. We want to leave them enough, so they believe they can do anything, but not so much they accomplish nothing. And this is why we will ask you:

  • What has motivated you to get up every morning for the last 30 – 40 years?
  • When you were growing up, what was important to your Family?
  • What Values do you want to leave to your Family?
  • What do you want them to remember you by?

We want to help you: Live Well – Retire Well – Finish Well

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Securities & Advisory Services offered through Triad Advisors Member FINRA / SIPC. Jim Parry is currently registered and licensed to solicit, offer and sell securities products and investment advisory services in the following states: CA, IL IN, LA, MD, MO, MT, NC, NV, NY, OK, PA, TN, TX, WA, WI.

 

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