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Endorsed by Dave Ramsey Recession Watch Guided Wealth Portfolios Free Report: 7 Ways to Cut College Costs

Schedule your complimentary review with a CFP® Professional

Learn about the 5 key pitfalls that put your financial security at risk.

Develop a Financial Road Map for the next 12 months

Have a clearly defined action list of tasks to put your financial house in order.

Have more money

Gain more freedom of time and work toward financial peace by having an action plan in place.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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