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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.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?
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Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
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