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WHEN YOUR LIFE AND FINANCES INTERSECT...

WHICH PATH SHOULD YOU CHOOSE?

At times it can feel that others have learned some trick with money that nobody showed you. It can leave you wondering how they did it. We don’t believe wealth comes from magic, good luck or by accident. We believe in decision making.


SIX DEGREES OF DECISION MAKING...


Many questions arise that impact your future


  • How much should I put into my 401k?
  • How should I be invested?
  • Should I refinance my house?
  • Can I lower my tax expense?
  • When should I take social security?


While none of these sound life changing, the difference between the most and least optimal decision compounds over time. The impact can be dramatic. Our focus is on helping you make the best possible decisions at each point in time. We analyze options and run the math to optimize your decisions and maximize your financial well being.