Apogee Investment Management

DJ PUFF ADVISORS GROUP Our focus is on asset accumulation through individual and employer/group retirement plans for small businesses, non-profit organizations, and education professionals. Subsequently, asset preservation is achieved through advanced directives, which include wills, trusts, POAs, and Medicaid protection strategies. OUR MISSION Our Mission is to forge a close personal working relationship with you. This relationship will be the foundation upon which we will build an efficient and effective financial plan designed to meet your life goals. We are committed to the individual needs of our clients and will never abuse the privileged client-advisor relationship.

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