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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>Protecting Your Business from the Loss of a Key Person</p>

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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<p>Errors and Omissions Insurance</p>

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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<p>Your DNA Test</p>

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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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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