Dollars and Diagrams

Opening An Account Does Not Equal A Financial Plan


When I meet with someone for the first time, I ask them, “Tell me about your financial plan?”

Recently, I received the answer: “I have a 401k.”

So what in the world is a financial plan?

I believe that a financial plan is an adventure map with clear next steps explaining how you get from where you are to where you want to go in an optimal way.

Our mantra:  Your goals determine your plan.  Your plan determines your portfolio.

Information in this material is for general information only and not intended as investment, tax or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.


College Planning

Disability Insurance

Estate Planning



Life Insurance

Retirement Funding

Roth IRA


financial fortress blueprint
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Your 1-Page Financial Fortress Blueprint Is The First Step. Click Below To Learn More.

graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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