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Personalized Solutions. Trusted Advice.

Helping People Take Care of Their Families and Helping Businesses Take Care of Their People.

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We offer a wide variety of services geared towards maintaining a comprehensive living wealth plan and developing a personalized financial legacy.

Retirement

We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Tax Strategy

We'll help make sure that we're considering the tax implications with all your investments.

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Estate

With over 100 years' collective experience, we'll help secure your legacy for future generations.

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High-Net-Worth

We have extensive experience managing high-net-worth portfolios.

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Small Business

Let us help you make sure your business is poised for growth.

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Lifestyle

Strike the perfect balance between work and leisure.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Knowledge Leads to Financial Freedom

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

Simple 401k

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.
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Roth IRA for Kids

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.
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What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Exploring Retirement Plans for Small Businesses

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

We founded Fox and Bull Wealth Strategies with the core philosophy of putting the person first. We are guided by our nearly 40 years of combined financial industry experience, our deep-rooted understanding of the tools, and our passion to help others, their families  and businesses.

A Client-Centered Approach

A Client-Centered Approach

Regardless of the level of wealth, we’ve always believed that people can live a better life if their finances are properly managed and well-understood. This inspired us to pursue a career in financial services to help people live a life focused on what’s truly important. 

We Treat Our Clients Like Family

We strive to help our clients with every aspect of their financial future. Financial Freedom looks different to everyone.  We are here to listen, ackowledge your values and assist in your personalized success.

"Wealth is the ability to fully experience life." 

- Henry David Thoreau

"Someone is sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffet

"Wealth is not about having a lot of money, it's about having a lot of options."

- Chris Rock

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."
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