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Accessible Financial Planning

Working with a professional advisor can help you understand all the pieces of your financial picture.

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Advice Catered to You

We are independent advisors, which means that we cater all of our plans to your unique needs.

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Hourly Consulting

We offer hourly consulting for clients who want financial advice when they need it.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.
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Resource Center

<p>Required Reading: The Economic Report of the President</p>

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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<p>The Average American Budget</p>

The Average American Budget

Learn about the average American budget in this fun and interactive piece.
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<p>What You Should Do About Insurance Following a Divorce</p>

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.
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