Broker Check
Business <br/>Owners

Business
Owners

We create personalized strategies that are tailored to your unique situations and life transitions.

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Financial Issues <br/>for Women

Financial Issues
for Women

Years of experience have prepared us to guide you through your life transitions.

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Nearing or in<br/> Retirement

Nearing or in
Retirement

As you prepare for a new transition in life, we can help you seek new adventures.

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Retirement Plan<br/> Services

Retirement Plan
Services

As a business owner, providing a quality retirement plan can help retain valuable employees.

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Client Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Riskalyze

Riskalyze

We create strategies that are personalized to your needs and goals.

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eMoney

eMoney

Years of experience have prepared us to guide you through your
life-long transitions.

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The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.
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How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
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4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about important Social Security facts and what you should know as you plan your future.

Explore Resources by Topic

We offer a full range of financial planning and investment services and have access to a wide array of solutions.

Cash Flow

We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your peace of mind.

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Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.

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Estate

A sound estate program can help protect your family from the financial consequences of life's unexpected events.

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Tax

Managing your money involves more than simply making and following a budget.

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Investment

Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.

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Meet Our Team

Seth Franklin

Seth L. Franklin

Financial Advisor

Barbie Roberts

Barbie Roberts

Administrative Assistant

Leann Allen

Leann Allen

Administrative Assistant

Reach Out to Us!

We can prepare a personalized strategy for YOUR lifelong journey.

Connect With Us

Do You Know These 4 Critical Social Security Facts?

In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today.



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