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Planning Today for a Better Tomorrow

We walk with you through a step-by-step process to create your own version of a successful and fulfilling financial plan.

Assess

We address each of your questions, including the ones you may not know to ask. While we can help anyone, we do our best work with those individuals that are within 5-10 years of retirement, either prior to or already in retirement.

Plan

We guide you through retirement income planning, strategizing when and how to receive your social security benefits, maximizing your pension benefits, and seeing how charitable giving may fit into your plan.

Manage

We provide insight to help you avoid emotionally driven decisions and follow through on financial commitments by working with you to prioritize your goals, showing you the steps you need to take and regularly reviewing your progress towards achieving them.

<span>Thank you for your service</span>

Thank you for your service

We have a passion for serving veterans and non-profit organizations.  As our way of saying 'Thank You' for your service to our communities and country, we provide a discount on all our services.

"If you will live like no one else, later you can live and give like no one else."

~ Dave Ramsey

In our office, we focus on having a client-first mentality. As a SmartVestor Pro, we have the heart of a teacher with extensive knowledge in financial planning and investment management. 

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Contact Us Today

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

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