Our Process

Creating a Budget and Establishing an Emergency Fund


Insurance needs anlaysis

Professional Investment Management

 Access to our online platform and weekly newsletters

 Annual In-Person Review


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Our History

Everything included in NextGen




Financial Plan Creation




Review Insurance and Estate Planning



Education Planning


401(k) Review


1% Fee

(or equivalent)

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Our Values

Everything included in NextGen and Next Step


Social Security planning and analysis


Income Tax Planning Services



Retirement Income Planning


Charitable Giving Analysis



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