Haven’t you waited long enough?

“If you fail to plan, you are planning to fail!” 

                                                                                                                        – Benjamin Franklin

Regardless of your age, NOW is the time to start saving for retirement and we are here to help.  Our CERTIFIED FINANCIAL PLANNER™ professionals with over 250 years of combined experience can offer you expert advice in the following areas:

Click here for some tips on how to start planning for your requirement whether you are in your 20’s, 30’s, 40’s, 50’s, or 60’s.

As an independent firm, not owned or controlled by a third party, our CERTIFIED FINANCIAL PLANNER™ professionals do not deal with “in house” or proprietary products. This structure gives our planners total freedom to provide financial solutions from a broad array of sources that work best for our clients. 

Fee-Only Planning and Asset Management is offered through Certified Advisory Corp, a Registered Investment Advisory firm.  We strive to recommend investment products based purely on their merit. Because advisory clients pay fees that are based on assets under management, we do not rely on commissions or incentive-based products.

View our two minute video to find out why we are different.

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