What is The UltraVision System®?

The UltraVision System® is a time tested process that empowers confidence for people who want to Preserve, Build and Transfer wealth.

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Helping You Preserve, Build and Transfer Wealth

What We Do

Who is Your Cricket?

 

What Is a Cricket

Well done is better than well said.

-Benjamin Franklin

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The UltraVision System® empowers entrepreneurial confidence through a time-tested feasibility study that assembles soft and hard facts into sophisticated math models, a family wealth letter of intention and a prioritized list of options for major progress. An engagement provides some of the clearest insights on how to make desired progress.

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Our Team

Ralph Antolino, JR.
Principal
JD, ChFC, CLU
MAUREEN ARMSTRONG
Partner
CFP®
CHRISTIAN M. HERTL
Partner
CFP®
James E. Morrison
Advisor
CFP®

Events

Latest News

30 is a divisive number. To the young, it’s the time when you’re thrust into full blown adulthood, whether you’re ready or not. To the young at heart, 30 may be considered the early years before your true confidence shines, in your career, in your relationships, or even in yourself. Either way, your 30s are an incredible age when you’re comfortable with a bright future ahead.

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We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in the air, it’s time to exercise your wallet. Financial Fitness is a set of goals or programs to help you identify your financial goals, and how to get in the best financial shape of your life.

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It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young professionals are turning their backs on financial professionals such as accountants, investors, and advisors, and turning to the technological solutions.

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