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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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We Only Have One Choice: Pray and Keep Pushing Forward

January 18, 2022

This article written by John Otte is heartbreaking and difficult to read, yet displays the love he had for his wife. John says, "Even though Maria's brain was becoming an empty shell, she was still with us in body and spirit for her 80th birthday."