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What We Do

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

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

How We Work

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

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The SECURE Act

The SECURE Act

The SECURE Act changed the landscape of investing. Most of the provisions took effect in 2020, leaving many unsure of how their retirement and investing strategies were affected. While the most drastic changes were made to retirement accounts, there are several other provisions that have also changed investment strategies for younger investors.

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

Liz Whitteberry

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