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Work with Us
Client Access

Who We Work With

Our target audiences

Busy Working Professionals

35-50 married with young children

Over $100k in household income

We don’t have the time to pay attention to our finances, can you help us?
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Retirement Redzone

55-65 married with children

$1-$5 million in investments

How do I turn my assets into an paycheck and will that paycheck be enough to live on?
Start Your Planning Today

Mission Focused Church

Have a mission and funds but not sure how to be good stewards with funds

Have $500,000 - $5,000,000 in investments

How do we use this money to the work God has called us to do?
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Legacy Planners

70-85 married with adult children

$3-10 million in investments

How can I use my resources to help my children and my the charities we support?
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Recovering DIYer

Attempted to create their own financial plan but did not complete it or follow it

Invested their own money but made emotional mistakes

We need a partner to help guide us to
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Retired Boomer

We need a partner to help guide us to

Saved primarily in their employer plan

Will our retirement income be enough to last for our lives?
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Professional Women

Start Your Planning Today

Education Professional

Teachers

40-65 married with children

Are we saving enough?
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Widows

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We Educate And Empower Our Clients

Start making informed financial decisions today
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Securities and financial planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Any LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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