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What's Included

Helping our clients Achieve their Purpose is OUR PURPOSE. We do that by meeting with you several times over the course of 3 months. During these meetings we discuss your goals and concerns for the your family and the future.  We talk about what's important to you, and how to make those things happen. At the end of that three month period, you walk away with a roadmap that will guide you on your journey to ACHIEVING YOUR PURPOSE. 

Financial Plans are tailor made for each individual and plans often address the following concerns:

  • Will my family be financial set  if my spouse or I were to die or become disabled?
  • How much will I need to provide my children or grandchildren with a quality education?
  • How much income will I need in retirement, and how much will I need to save to accumulate enough to last for a 30 year retirement?
  • Is my money allocated the way it needs to be for my risk tolerance level?
  • How would it impact our situation if one of us required an extended visit in a long term care facility?
  • Am I paying unnecessary taxes on my investments, and am I taking advantage of all available tax deductions and credits?


Plans begin at $2,500 and price is determined based on the complexity of your situation and the amount of time involved in creating your unique plan.

Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.

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