FINANCIAL NAVIGATION

LOOKING FOR HELP NAVIGATING THE WATERS OF INVESTING?

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KNOW THE FORECAST

Tired of worrying when the next big storms gonna hit?

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SPINNAKER FINANCIAL GROUP IS

Joseph D. Carpenter - Managing Director

Joseph D. Carpenter

Wealth Advisor

Eric P. Morgan - Managing Director

Eric A. Morgan

Wealth Advisor

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HOW CAN SPINNAKER HELP?

With increasingly complex financial markets and longer life expectancies, working with an investment professional is more important than ever. One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. For this important partnership, you need a trained professional who sees your total financial picture-someone who can help you define your life goals, establish the right financial plan, provide strategies focused on your needs, and help you stay on track.

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