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Manage Your Money with Confidence

Manage Your Money with Confidence

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


What We Bring to the Table

What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing in building wealth, protecting your family, or preserving your assets, our personalized service focuses on your needs, wants, and long-term goals.


What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.

Tax
Planning

Investments Management

Retirement
Management

...And
More!

Tips and Resources

The latest topics in our library to Inform and Inspire.

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.
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Saving for Retirement

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.
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Retiring Earlier Than Expected? What To Know

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Learn More

Our Team

Tax services are provided independently of United Planners, through JMF Financial Services.