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How We Work

The services we provide are meant to support your financial needs wherever you are in your financial life. Whether you are just starting out on your own or preparing for retirement, we want to help you achieve the vision you have for your life.

Financial Coaching

Our coaching program is a good fit for those who are just starting out or starting over and need some ongoing accountability and help. The topics on the program would answer such questions as how do I work within a budget? How do I pay off debt and student loans? I need help in understanding my employer’s benefits. How do I invest my 401(K) plan? The coaching calls would be set up at a time that is convenient for you over the course of 6-12 months or longer as needed.

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Financial Planning

Our financial planning service provides a comprehensive financial plan which incorporates your goals, your values and your vision. The financial plan provides you the information to understand where you are financially and how to get to where you want to go. Each person is unique and therefore each plan is unique to the individual or family.

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Financial Solutions

Once you have a financial plan in place, you may need our help in implementing the plan. There are numerous products and services available to meet your financial needs. Our goal is to provide you solutions that are in your best interest and provide the most cost effective way to meet your financial goals.

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Business Planning

As a business owner, you may have a need for your own personal financial planning as well as the needs of your business. We, along with our partners can provide group life, health and disability insurance, as well as individual and group retirement plans.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 712-332-8589