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Finding Your Fit

Client Centered



Our passion for finance and helping people plan is deeply rooted in the idea that money is a great unifier.  Its a unifier in the sense that everyone everyone stresses about it and wants more of it.  In a world where differences can sometimes be the focal point we strive to focus on our common ground of needing to take steps to remove the uncertainty that comes with financial planning.

We welcome the opportunity to learn about you and build common ground and interest around your purpose.    


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<p>Critical Estate Documents</p>

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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<p>Tax Rules When Selling Your Home</p>

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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<p>Your Emergency Fund: How Much Is Enough?</p>

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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