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Helping Gen X Individuals & Families

Make the Changes They Need To Pursue Long-Term Financial Health

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Between Saving for Your Future and Supporting Your Family,

Your Responsibilities Have Added Up

As you move through life, you might be thinking to yourself, “Life has gotten a lot more complex and expensive.” From caring for aging parents, working hard in your career, supporting your kids, maintaining your home and everything in between—it seems like everything is whizzing by. In the back of your mind, you might be feeling like you want to slow down and take time to make sure you are on track for retirement.

You may have thoughts and questions such as…

  • I don’t feel like I’m saving enough for retirement. How much will I need?
  • Bills, bills, and more bills – we need help with our budget.
  • My spouse and I have accounts all over the place – how do we consolidate them?
  • How are we going to pay for college for our children?
  • Our parents are aging – how do we manage taking care of them and our own family?

We understand what you’re experiencing because you’ve got a Gen X financial partner who is right there, too. We’re here to help you take proactive steps, offering recommendations to make any necessary changes and prepare you and your family for the future.

Our Services Include

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Retirement Tracking & Planning

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Investment Management

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Education Planning

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Cash Flow & Budgeting

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Risk Management & Insurance

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Assisting Loved Ones

How Our Fees Work

We understand that clients have varying needs when it comes to advisory and financial planning services. We offer two compensation models to accommodate those needs:

  • Assets Under Management
  • Flat Fee or Hourly Billing

Have a question about our fees?

We’d be glad to walk you through them.

Learn More

Financial Confidence Begins with a Conversation.

We’d love to start one together.

Let’s Chat