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    Management – Commitment – Service

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    About Us

    At 3D Financial Solutions, we believe in investing with a purpose. Whether that is to maximize your future lifestyle potential, planning for large purchases, hedging stock options, or maximizing your income while minimizing taxes, we provide Investment Strategies that are personalized to your unique goals and values.

    We are committed to exceptional service through; honesty, transparency, accountability, frequent communication and care. This is our promise to you.

    Our Clients Come First. Always.

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    Services

    Who We Help

    Pro athletes

    Collectively having well over 60 years of wealth management experience under our belts

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    Corporate Executives

    As a Corporate executive, you have much of the same responsibilities as a business owner

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    Dealing with Divorce

    Parting ways with a spouse can be an emotionally and financially difficult reality to face

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    Planning, Guiding, Protecting

    OUR SERVICES

    The 3D Wealth Process

    When it comes to financial planning, there is only one person that matters: You. Because this is your life, your goals, your dreams. That’s why we focus on financial planning for your whole life – from your first job to your last and beyond.

    Let’s build a financial plan that puts you at the center of it all, one that takes you from today to tomorrow, pausing now and again to enjoy life’s great moments along the way. We’ve developed a personalized wealth planning process to get to the heart of how we can best help you.

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    3D Financial

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    Planning, Guiding, Protecting

    OUR BLOG

    Testimonial

    What our Clients Have to Say

    My family and I, through successive generations have been doing business with Scott for almost 40 years. That's a long time and is a real testament to his integrity. I value Scott and his team for their excellent advice, commitment to stewardship and their innovation in the field of wealth management.

    – Mike M.

    We are both very happy with the personal attention we receive whenever we have concerns about our investments, especially as we near retirement. Your reaffirming the need to continue a “growth” strategy, tempered with balanced diversification, was well appreciated.

    – Jacques & Theresa

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