Investment News: What Is Happening With GameStop Stocks?
If you have been watching the news lately, you have probably found yourself wondering, “What’s going on with this...
Read MoreYour financial goals are personal.
Your journey to success should be too.
As an independent, fee-only financial planning firm we are dedicated to providing personal, steadfast advocacy and academically-proven strategies to help you create a path towards achieving your financial goals.
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Our Services
Financial Planning
Using a holistic approach to understand your unique financial situation, we can help you identify specific financial planning goals and set a path towards success.
Tax Strategy
Using tools like investment selection, real estate analysis, debt management and college savings vehicles, our tax professionals will optimize your financial planning resources.
Retirement Planning
Preparing for your financial future starts today. We can help you put everything in place now for your financial path, so there is no need to worry tomorrow.
Legacy Planning
Working with a CERTIFIED FINANCIAL PLANNER™ will help grant you the peace of mind that your hard earned estate will be passed along in the manner you intend.
Giving Back
Being good stewards of your wealth can incorporate giving back. Whether you’re gifting education or fulfilling charitable desires, we can provide financial guidance and direction.
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Financial Professionals: Wealth Manager vs Financial Advisor
Managing your finances can be a daunting task, which is why many individuals instead opt to enlist the help...
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Is A Fee-Only Financial Planner Worth It?
If you have made your way to this blog, you have likely already asked yourself the age-old question: is...
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Meet the Team: Bart Valley, Chartered Financial Analyst
As we eagerly open a new chapter in 2021, we are excited to introduce the newest addition to our...
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4 Pillars to Financial Legacy Planning
You are living your legacy every day! This is what is really meant by the phrase ‘legacy planning’. The...
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5 Steps to Making a Financial Comeback
With the ongoing COVID-19 pandemic, many families around the world are being forced to navigate a variety of financial...
Read MoreCFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Individuals who become certified are required to complete continuing education.