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Aspire. Plan. Pursue.

Aspire. Plan. Pursue.

Financial planning for personal wealth.

<sup>What We Do<br/></sup>What is Wealth Management?<br/>

What We Do
What is Wealth Management?

The term “wealth management” makes people think you need a great deal of money or a large investment portfolio to benefit from working with a financial planner. Not so.

Personal wealth is more than money. The synonyms for wealth of “richness” and “fullness” reflect our financial planning approach. By effectively using the resources you have available to achieve a rich and full life – spending time doing things you value, providing for your family and leaving a legacy – we believe you have achieved personal wealth.

Who We Help
Aspire. Plan. Pursue.

We don’t think of ourselves as providing a menu of services for our clients to choose from but rather the types of clients that we can serve by applying our skills and knowledge and leveraging the relationships with our financial solutions providers.

Retirement Income Solutions

Retirement Income Solutions

Are you nearing retirement or retired?

The conversation changes in retirement.

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Women with Momentum

Women with Momentum

We recognize your value.

From career-woman to wife/partner, and from caring mom to single-motherhood, separation and divorce – women go through more transitions during a lifetime than most of us realize. And through it all, women often juggle several balls simultaneously, doing the best they can, while often hoping for the best. However, LIFE HAPPENS, and that’s why we’re here to help women navigate through all of those transitions safely and securely.

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K-12 Educators

K-12 Educators

“Those that know, do. Those that understand, teach” ~Aristotle

Teaching is no easy profession, and we are aware of how hard educators work and how important their job is. Just as important, is making sure those professionals are set up for as much success as they prepare their students for when it comes time for retirement. Ensuring those in the education field are well served in this area is something we take pride in, and that starts with making sure you understand your options and what is available to you when it comes to saving, investing and ultimately, retirement.

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Sustainable Investors

Sustainable Investors

Investing sustainably for a brighter future.

As concern has grown about issues relating to climate change, corporate governance and social justice and the impact that companies can have on society in these areas, an increasing number of people want to invest in a way that pairs achieving competitive returns with making the world a better place. You may have heard this referred to as socially responsible investing, or sustainable or ESG investing among other terms. Bottom line – we’ll help you create a portfolio of investments that reflects your values or concerns while also helping you to meet your goals.

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<sup>Independent Advice</sup>The Freedom to Tailor Planning to You.<br/>

Independent AdviceThe Freedom to Tailor Planning to You.

We are an independent financial planning and investment management firm. This means that we have access to a wide range of wealth management solutions and the freedom to select the best options for our clients with no obligations or commitments to any one financial solution provider. Our flexible fee structure allows us to tailor our planning to best meet the needs of the clients that we serve.

Affiliations and Memberships

Foundation For Financial Planning LogoUS SIF Member 2024 LogoInvestments & Wealth Institute LogoFinancial Planning Association Logo

Resources
Informed Clients are
Confident Clients

Explore our website where you will find a wealth of financial information on a wide variety of topics and helpful resources in our Financial Education and Resources Document Library. Here are some recent articles from our Aspirations Blog.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

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The Long Run: Women and Retirement

The Long Run: Women and Retirement

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Investing with Your Heart

Investing with Your Heart

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