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Your first call for all things financial...

 Thank you for checking out our site. I've been a financial advisor since 1995, shortly after graduating from Hillsdale College. I love what I do and I know not many people can truly say that. I believe that everyone needs a financial plan. You need to know where you stand, if you are on track for your goals and what it will take to reach those goals in the most efficient manner possible. All along the way, you need to have all the loose ends tied up, an estate plan in place, a proper amount of cash reserves, debt managed well, investments properly allocated, appropriately insuring against death, disability, health care, a car accident or a house fire and many other issues that I will guide you through.


If you desire someone to be alongside you, helping you navigate all things financial, then please reach out. Let's get to know each other and see if we're a good fit to work together.


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