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Hot Deals

Available Summer 2021

50% off Financial Plan

We provide the following fee-only services after we have found out what you value in life: Ongoing Financial Planning Investment Management Services focused on sustainability and ESG criteria Social Security Timing Retirement Income Planning Tax Planning Charitable Giving

$250 Cabela's Gift Card for U.S. Military Members & Veterans with Purchase of a CertainTeed Integrity Roof System

If you are a member of the U.S. Military or a Veteran and you purchase from us a CertainTeed Integrity Roof System and have it installed by 12/31/2021 you will be eligible to receive a Cabela's $250 gift card.

$250 Cabela's Gift Card