The Other Sure Thing The Cycle of Investing To Buy or Not to Buy The Cost of Procrastination Rightsizing for Retirement
Did you know?  Financial stress is the #1 issue amongst couples and it expands across all income ranges and age.

Did you know?  Financial stress is the #1 issue amongst couples and it expands across all income ranges and age.

Money is one of the top two reasons for divorce, and it is one of the top sources of stress. I saw divorce and stress from both sides when I was growing up, and it drives me to help people have a healthy and productive relationship with their finances. We created a proprietary process for reducing the anxiety and achieving goals. 

Very simply, we help couples nearing retirement, who are concerned with outliving their savings. We lead, guide and engage them to make better financial decisions by reducing the stress they have around money. 

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Build Your Legacy Together

Build Your Legacy Together

Creating your legacy does not happen overnight, and it doesn’t come without a strategy and hard work.

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Goals-Based Planning

Goals-Based Planning

Not a "One-size fits all" approach.

Nothing is more custom to you than your goals. We craft a goal-specific plan for each client, and help them implement from savings strategy to goal-appropriate investment strategy.

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Developing your Financial Literacy

Developing your Financial Literacy

It has been said that knowledge is power, and if that’s true, then too many Americans lack the power to control their financial futures. Success rarely comes accidentally; it is the culmination of a journey whose first steps are in education.

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Are you on track?

Are you on track?

What is your current cash flow?  Is your money going in the direction you want?  Login to your eMoney account to find out where you stand on your goals!

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Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."