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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

<p>Term vs. Permanent Life Insurance</p>

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
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<p>Lifetime of Earnings</p>

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.
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<p>What to Look for in an Extended-Care Policy</p>

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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Jeremy Tims, CFP®, EA

Jeremy Tims, CFP®, EA

Lead Advisor / President

Janae Marcus

Janae Marcus

Client Support and Operations Coordinator

Susan Depka

Susan Depka

Client Support and Operations

Jace Vander Maten

Jace Vander Maten

Assistant Advisor

LET'S GET CONNECTED

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