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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>Insurance Needs Assessment: Married With Children</p>

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.
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<p>A Brief Guide To Condo Insurance</p>

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.
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<p>Long-Term-Care Protection Strategies</p>

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.
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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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