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Financial Planning

Client Centered

Financial planning can have an array of different meanings. No matter what phase you are currently in, I will meet you where you are at and focus on strategies that will help fulfill your long term financial goal. Together, we will discover your ultimate goals and implement a blueprint. Areas that are taken into consideration include:

Budgeting and managing debt

Financial and net worth goals

Investment and risk tolerance

Risk management and insurance alignment

Retirement income strategies 

Legacy desires and estate planning

Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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Data Thieves from Outer Space

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
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To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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