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Consultations

Request a complimentary consultation and we’ll help you understand where you stand today, and how you can build a lasting retirement.

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WorkShops

Retirement Planning Workshop – August 6th

Workshop presented by Shane Cloninger and Susan CarterWhether you already have a plan, or are just getting started, this complimentary workshop will … Read More...

Topic of the Week

Addressing Your Financial Issues

Susan and Alex discuss the most common financial errors & man-made obstacles, & how you can start succeeding & avoid these mistakes.   … Read More...