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You can write your future history starting today.

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It’s a woman’s world. Create your today and tomorrow.

Contact Us the low cost investment alternative for people on the go.


Advice As Unique as You

We look beyond charts, graphs, and cookie cutter recommendations to understand what is important to you and your family. It’s not just money. It’s your goals and dreams.

We Are Independent - Like You

We can focus on what is best for your situation because we are independent. We are not under pressure to sell particular products because we are fee only.  What we do have is a fiduciary responsibility to act in your best interest.

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Real Estate Wire Fraud Activity

By Russ Blahetka on Sep 18, 2017

If the Equifax issue was not enough, there is a new game in town. We have just been made aware of a new wire-related fraud activity targeting those involved in real estate transactions. 

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Double Your Tax Savings

By Russ Blahetka on Jan 18, 2017

Could you use an extra $2000?

Almost everyone knows about the tax savings a retirement plan offers, such as a 401(k) or a 403(b). However, did you know for some tax payers there is a way to save twice, and possibly increase your refund? It is called the "Retirement Savings Contribution Credit," and it can be used even if you are contribution to a ROTH IRA.

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