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Our Services

Financial Planning


Develop a personalized, thoughtful, and comprehensive financial plan that clarifies your present finances and future objectives to provide actionable strategies to achieve your vision.


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Investment Management


Like engineers building bridges, the Ezzell-Conklin group helps you span investment and financial obstacles to get you from today to where you want to be in the future.

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Employer-Sponsored Retirement Plans


Help your business attract, retain, and reward valuable employees. Is your current retirement plan appropriate for you, your business, and the employees?

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Legacy Wealth Planning


Trillions of dollars in financial and non-financial assets will be passed down to future generations over the next three decades. Are you and your heirs prepared?

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Business Succession Planning


The future of you, your family, and your business are addressed by business succession or exit planning through creating value today. Are you looking to grow or exit your business?

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Institutional Consulting


Ranging from endowments and foundations to pensions, insurers, governmental entities, and corporations who generally share the same goal of maximizing returns.

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Organization | Accountability | Objectivity | Proactivity | Education | Partnership

Contact The Ezzell-Conklin Group

We are committed to helping our clients navigate different:
Life stages
 throughout the financial journey
Life events that you may experience on your ride
Planning topics that can come up along the way

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Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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