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What We Do

We help you enjoy, protect and grow your wealth so you can live your life by design, not default.

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Who We Serve

Our clients are retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose.

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How We Work

Our process is clear, comprehensive, collaborative, and compassionate from the beginning and thereafter.

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2020 Tax Planning Guide

This guide will help you make end-of-year preparations, direct you through the complexities of filing taxes in early 2020, and provide easy tips for looking ahead to future tax preparations.

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9 Investment Pitfalls

Experience has taught us that successful investing requires discipline and patience. A long-term investment focus can help when emotions run high. 

To help you and your family overcome these challenges, we've compiled a list of common mistakes and guidelines.

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Estate Strategies: Critical Elements of an Estate Plan

Taking steps to help protect your estate is a key financial choice. With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for loved ones. This complimentary ebook outlines critical elements worth considering.

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"Holistic financial planning to help guide you on your best path. 

Liz Whitteberry

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