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We believe innovative resources help you succeed.

Our team helps our clients plan, implement, and achieve their financial goals in an intentional manner. This intentionality comes from providing innovative technologies, effective processes, and supportive resources. Our latest technology for clients is the My Financial Genius App, where you will be able to track your investments and accounts, launching in 2021. We also provide financial seminars and events geared towards people experiencing significant life and financial changes. Empowering Women Through Transition offers an array of events where women can connect with others who are going through transitions including divorce, the death of a spouse, or a move. Our Second Saturday workshops are specifically designed for the emotional, financial, and legal decisions that divorce brings. These two initiatives are based on the expertise of our CFP® and Senior Financial Advisor, Sheryl Parks.

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