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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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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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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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Resource Center

<p>The Anatomy of an Index</p>

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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<p>How Does Your Credit Score Compare?</p>

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
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<p>Medicare Advantage Plans (Medicare Part C)</p>

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
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