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Financial Planning & Investment Management

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Enriching and Empowering Your Life

Throughout life you encounter tremendous financial choices, and making decisions can be intimidating. When you reach these crossroads, you don't have to make decisions alone. We are a fee-only, financial planning and investment management firm committed to unlocking your financial possibilities and enriching your future. Our financial planners provide clarity among the endless options and help you achieve financial freedom.

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Market Update: September 3, 2021

September 3, 2021

The positive momentum of the stock market continued in August with the S&P 500 Index up another 3%. That pushed the year-to-date return of the market to 21.5%.