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We'll help you reach your financial goals so you can take care of the rest.

"Financial freedom is available to those who learn about it and work for it."

-Robert Kiyosaki

Hi, There, Im Betsy 
Financial Advisor & Entrepreneur

I strive to build long-lasting relationships with clients, offering education and guidance.

Creating Confidence... 
Through Financial Independence

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

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Financial Planning

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

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Retirement Planning

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. 

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Investment Management

A sound investment strategy should begin with a deep understanding of your risk tolerance, time horizon, and goals. That’s why we put your unique financial needs at the heart of our proven holistic approach

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Business Retirement Solutions

As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees?

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Our Team Is<br/><span style="text-decoration: underline;" data-mce-style="text-decoration: underline;">Your Team</span><br/>

Our Team Is
Your Team

It's your life; you should live it the way you want. I believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice to ensure that you’re in the driver's seat for years to come.

Financial Information

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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.
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Speak with an Financial Professional

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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