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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>Protection Against Uninsured Drivers</p>

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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<p>Insurance Needs Assessment: When You're Newly Married</p>

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.
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<p>Is Term Life Insurance for You?</p>

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.
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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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