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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: January 8, 2021

January 8, 2021

Chief Investment Officer Jason Gunkel outlines how the markets may be affected by the Democrats having full control of the executive branch, the House, and the Senate. His Market Update blog article also gives insights on the expected economic recovery, unemployment, 2020 stock performance, and the stimulus packages.