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Financial Planning — Helping You See the Big Picture

By |2017-05-09T22:12:17-04:00April 16th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , , , , , , , , , |

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. [...]

Critical Tax Updates

By |2012-11-27T15:49:56-05:00November 27th, 2012|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , |

We try to cover topics that are relevant and interesting to our clients, but sometimes we need to relay information that is very relevant, but not very interesting to people who don’t crunch numbers for a [...]

Schedule a “Plan Date” with Your Finances

By |2012-04-19T16:03:47-04:00April 19th, 2012|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , , |

Lets take a few minutes this month to discuss planning – or as we call it Prosperity Planning™.  When we take a step back for a minute, it is quite astonishing to think of everything we [...]

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