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Values-Based Financial Planning

Our Values-Based Financial Planning starts by learning about YOU. 

Understanding your core values, hopes, challenges, and even your fears.
Together we will customize a retirement plan that will help provide you a sense of purpose and fulfillment.

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Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.
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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.
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