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Financial Peace of Mind 

    We are a full-service financial planning fee-based fiduciary financial planning firm.  This means we work for our clients NOT for Wall Street.

We take an unconventional approach by teaching innovative ways to make manage and save money.  Ways to reduce or eliminate debt, taxes, fees, and risk.
In most cases, we can do this without spending any more each month.

Most people already have what they need to create financial security, they just need a better financial plan.


  • Investment Management
  • Insurance Planning
  • Tax Planning
  • Risk Management
  • Legacy Planning
  • College Funding
  • Pension and 401K reviews
  • Executive Compensation Plans
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Stop overpaying the I.R.S.

Get to a ZERO Percent Tax Bracket, legally with a solid plan

Ed Slott, CPA, IRA expert, and Host of Several Popular Public Television Specials, Launches His Latest Show to Help People Protect Their Retirement Savings


“Many people are nervous about retirement. People need to realize that a safe and secure retirement means having your own plan, one that does not rely on the government,” said Ed Slott, CPA, a nationally recognized IRA expert, founder of Ed Slott and Company.

“I want viewers of my special to understand that the three biggest risks to your retirement are taxes, the stock market, and running out of money. During the broadcast, I highlight my top strategies to combat these risks, so you can protect your nest egg for a safer and more secure retirement.”