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Are You Building a House of Cards or a Home?

You know a home requires a solid foundation. But how do you build a solid financial foundation? With so many do-it-yourself retirement investing solutions at your fingertips, it’s easy to think you can simply create your own financial plan without any help.


Managing your own financial planning with a limited understanding of economics, finances, time and without finance professionals to assist you along the way, can have a substantial impact on your future wealth.


Ironically, we don’t question hiring a contractor to lay our home’s foundation, yet roughly, only 50 percent of pre-retiree’s will consult a financial planner to build their financial foundation (Society of Actuaries). 

CERTIFIED FINANCIAL PLANNER™ Professionals provide three key services to build a solid foundation:

  • Portfolio Construction
  • Wealth Management
  • Behavioral Coaching


Our goal is to create value by leveraging our team and our technology to coordinate and optimize the products, accounts, and assets that make up a household’s portfolio — and enable clients to more peacefully deal with critical life moments and the evolving complexity of their financial life.