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Your Journey

Fresh Legs

Fresh Legs

Unsure of where to begin? We can help you start off in the right direction. We work with you to understand your financial situation and create a budget. No idea what a Roth IRA is? No problem. After building a foundation, we can help you learn the ins and outs of investing basics. We can assist with figuring out your work’s retirement plan, opening your first investment account, creating a strategy to conquer your debt, or buying a home. Getting started is often the hardest part. We’ll be by your side for all of it.

Your Second Act

Your Second Act

You’ve been waiting for your retirement for a long time. You’re probably excited for the future and new possibilities but may be unsure of how to get there. We’ll help you bring your vision to life whether it be to travel, volunteer, work part-time, spend time with family, or start the new business you’ve always dreamed of.

Your potential for a successful retirement is based upon careful planning. Fortunately for you, we’ve been through this before. We can help answer questions like:

Have I saved enough to enjoy my life but not run out of money too soon?

How will I pay for healthcare?

Should I take the lump sum or pension?

How do I rollover my accounts?

When should I take my social security and how does Medicare work?

Everybody deserves to have a fun, independent retirement. Come get the conversation started with us.

Legacy Planning

Legacy Planning

Whether you have a little bit of money or more than you’ll use in your lifetime, making a plan to state your wishes keeps you in control. Planning ahead may help relieve stress from your family in a tumultuous time. We can assist with things like creating a charitable plan or leaving money to fund your grandchildren’s education. We often work alongside your other professionals. If you don’t already have a CPA or estate planning attorney, we can provide insight on how to get one.

Once you have everything in order, you can focus on enjoying every moment of the here and now.

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