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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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News Press Release

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