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"A goal without a plan is just a wish." -Antoine de Saint-Exupéry

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Client Centered

Our business is built on a foundation of thoughtful client relationships.

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Meet Our Team

Elizabeth Bennett

Elizabeth Mary Bennett, CFP®, MBA

Certified Financial Planner

Katie Fisher

Katie Fisher

Sr. Client Relations Specialist

Julie Stanfield

Julie Stanfield

Enrolled Agent, Tax Preparation

Jane Nudge

Jane Nudge

Office Administration Associate

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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