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Vested in Your Future

It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

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Comprehensive Financial Planning

Comprehensive Financial Planning

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Fee-Only Fiduciary

Fee-Only Fiduciary

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Investment Management

Investment Management

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Risk Management

Risk Management

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Vested University

Curated articles, videos, and more for a financially savvier you.

Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

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Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

Create your Own Asset Map to Help us Get to Know You!

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Let's Talk about Your Results!

When you are complete with the Asset Map, schedule a meeting with us to discuss your results. We offer virtual meetings!

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