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See the New Space at our Open House May 15!

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LIFESTYLE AND PLANNING<br data-mce-bogus="1">

LIFESTYLE AND PLANNING

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INVESTMENT &#38; RETIREMENT<br data-mce-bogus="1">

INVESTMENT & RETIREMENT

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ESTATE &#38; AGRIBUSINESS<br data-mce-bogus="1">

ESTATE & AGRIBUSINESS

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Where Do You Want Your Financial Roadmap to Take You?

Where Do You Want Your Financial Roadmap to Take You?

At our office, we follow fee-based services rather than transactional. Fee-based financial planning is  a client-centered process of having a personalized and comprehensive financial plan put together for you at one pre-determined fee.

Conversely, transactional is less about the client and planning and more about the sale. This process can lead to the advisor “overlooking” aspects of a client’s financial well-being that aren’t necessarily conducive to being profitable for the advisor.  There is often a lack of understanding of the client’s whole financial situation because the right questions weren’t asked, or the time wasn’t taken to dig a little deeper. When you work with us, this won't be a concern for you.


Are We the Right Fit?

Are We the Right Fit?

There are three key things we want you to know about how we function as a business: 


Here at our firm, we actually take the time to get to know our clients. We treat you like family, which means our approach is loving yet straightforward. 

Because not everyone's financial needs are the same, we work with you to create customized strategies that address what will work for you. 

We provide comprehensive wealth management and retirement planning strategies that grow with you during every life milestone.


Are we the right fit? Schedule a free consultation and find out today. 


Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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Behavioral Finance

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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