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Investments

Investments

One thing school normally does not do a good job with quite frankly is personal finances. We are required to memorize the periodic table but not taught basics such as the importance of credit, maintaining a checking account, or investing for the future. In fact, most people barely know the difference between a mutual friend and a mutual fund! Take a look at these brief informational videos discussing basic financial concepts and schedule your appointment today to receive your free needs analysis!

Who needs a financial analysis?


Are you self-employed? Do you own your home? Do you have children? Do you plan to retire one day? Have you ever left a 401k you started at a previous job? 
Basically, if you are alive- you need a financial plan!

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