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Client Conversation: What It’s Like to Work with Me on Your Retirement Plan

Fees, Investing, Retirement /

One of the things I value most about being a financial planner is the opportunity to have real, meaningful conversations with my clients. These discussions aren’t just about numbers—they’re about addressing personal concerns, setting goals, and building trust. I recently had a conversation with a client who shared some great questions about market volatility, retirement […]

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What All the Annuity People Get Wrong

Annuities, Investing, Retirement /

When it comes to planning for retirement, annuities are often touted as a silver bullet. These financial products promise guaranteed income and security, making them appealing to many approaching their golden years. However, beneath the surface of these shiny promises lie several misconceptions that can significantly impact your financial well-being. In this blog, we’ll explore

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7 Clients I Will Absolutely Never Work With

Fees, Investing, Philosophy of Money, Retirement /

As the owner and operator of a retirement-focused financial planning firm, I’ve had the pleasure of working with some truly incredible people over the years. I’m constantly inspired by the dedication and passion my clients show towards achieving their financial goals. It’s a blessing to serve such an awesome group of people who are genuinely

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