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"A goal without a plan is just a wish" - Antoine de Saint-Exupéry

Article by Tarilyn J. Goins, PhD

"Planning for the future, especially financially, can be a daunting task. Whether it’s planning for the unexpected, a child’s college fund, that dream vacation or home remodeling, financial planning isn’t for the faint of heart......"



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It's official! Our merger is complete. See our press release for more background on our unique story. When exploring options for expansion, finding partners committed to the fiduciary standard, a st

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