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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.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Mastering Mobile Lingo

Mastering Mobile Lingo

Do you understand these common mobile slang terms?
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Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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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