We educate people on personal finance. Whether you’re just getting started, self-employed, mid-career, thinking about retirement, or retired, we can help. Because we don’t sell financial products or manage assets, we are unbiased in our recommendations. We aim to educate and help you make the best decisions possible for your situation.
We provide individual consultations, classes, Podcasts, and videos to empower people to make their own financial decisions. You can find us on social media (Facebook, YouTube, Instagram., TikTok, X, LinkedIn, etc.).
We provide financial education from an objective perspective. Our approach is focused on creating an understanding of your situation. We start by getting to know you and your goals. From there, our consultation is guided by your needs.
In practice, what does this look like? Our team takes a holistic approach in reviewing your current savings, investment, and retirement portfolio. Then we discuss what you want to achieve.
We provide strategies to help you reach your goals.
It doesn’t matter how much experience you have with investing. By teaching in an easy-to-follow manner, we meet you where you are.
There is so much information out there. We can help you make sense of it all.
We would love to help you - don't hesitate to reach out.
Our Services
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Retirement Planning
Whether you are a new employee, self-employed, in the middle of your career, or preparing to retire soon, we can help you create your retirement plan:
Navigating which type of accounts best suit your needs, including traditional (pre-tax) and/or Roth
IRS annual contribution limits
Retirement account rollovers
Asset allocation and investment options, and
Retirement withdrawal strategies with a focus on tax efficiency.
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Investment Education
We can provide insights into investing on topics such as:
Financial literacy
Choosing a platform
Portfolio creation
Stock and bond market education
Employer sponsored stock purchase plans, employee stock options, and deferred compensation plans
How to utilize your investment platform to achieve your financial goals with minimal effort, while remaining focused on taxation.
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Risk Management
The amount and types of insurance you carry are contingent upon where you are in life. This includes disability, long-term care, life insurance, and umbrella policies. These policies can help protect from loss of income, and erosion of assets, and create wealth for retirement. We can help you review your needs and recommend suitable and appropriate solutions for your situation.