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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.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
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Saving for College 101

Here’s a crash course on saving for college.
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Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.
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