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Why Families?

We work with families because we are a family.

 

Nancy started the company and years later her son John joined the team along with Judy.  We know that money can be emotional and that the decisions you make can have a ripple effect across your entire family. 

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Everything in one place

Our meetings are interactive and we use cutting edge financial planning software to show you how the decisions you make today will affect your family in the years to come. 

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Foundational 

Planning

  • Net Worth Calculation

  • Credit Score Check

  • Retirement Saving Rates

  • Student Loans

  • Debt Management

  • Financial Goals

  • Employer Benefits

  • Tax Breaks 

  • Life Insurance & Disability

  • Estate Planning

  • Beneficiary Reviews

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Advanced

Planning

  • Net Worth Calculation

  • Credit Score Check

  • Retirement Saving Rates

  • Student Loans

  • Debt Management

  • Financial Goals

  • Employer Benefits

  • Tax Breaks 

  • Life Insurance & Disability

  • Estate Planning

  • Beneficiary Reviews

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  • Retirement Planning

  • Income Strategies

  • Long Term Care

  • Social Security Strategies

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