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PURPOSEFUL FINANCIAL AND LEGACY PLANNING

Financial Planning for An Inspired Life!

"You must become the producer, director and actor in the unfolding story of your life.” — Wayne Dyer

WELCOME TO PURPOSEFUL FINANCIAL AND LEGACY PLANNING

Financial Planning with a Purpose!

We are an independent Family Office and Wealth Management Firm committed to helping you live your best life today, while making sure that future goals, dreams, and responsibilities are taken care of.

 

We look at where you are today and where you want to go. We create a roadmap for your future success.

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Along the way we seek to protect you from financial risks, manage your investments, shepherd you though troubling times,

and provide advice that touches every part of your life.

 

We are committed to bringing your story to life.

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FINANCIAL INDEPENDENCE

Your financial wellness depends on more than investments. It’s also affected by insurance and taxes, as well as estate, business, and legacy planning. We work
with the whole picture in mind.

PEACE OF MIND

We don’t just focus on your money. We focus on you: your dreams, values, family needs, and life philosophy.

A LIFE YOU LOVE

We’ll always make sure you understand the why behind our financial advice. Taking the time to educate our clients
is a top priority.

What is the Cost of Trying to Time the Market?

The impact of missing just a few of the market’s best days can be profound, as shown by this animated look at a hypothetical

investment in the stocks that make up the S&P 500 Index.

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Source: Dimensional Fund Advisors

Financial Report

SCHEDULE AN APPOINTMENT

Please provide your name and email, and we will have an advisor contact you.

STEVE'S NEW BOOK IS NOW AVAILABLE!

Cost is $10 with free shipping (payable through Venmo or PayPal).

To order, email Lydia here.

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