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The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.
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Download Our Free Ebook: Retire Happy

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

The Four most Important Answers You Need Now!

Number 1) What rate of return do you need on your savings and other investments in order to retire at your current standard of living and have enough money to last your life expectancy?

Number 2) How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and your money last until life expectancy?

Number 3) Doing what your currently doing, how long will you have to work to able to retire and live your current lifestyle until life expectancy?

Number 4) If you don't do things differently, how much will you have to reduce your standard of living, i.e. reduced retirement income, at retirement for your money to last your life expectancy?

Don't have the answers or your current adviser has never asked these questions? We can answer these basic questions for you in your first free initial consultation. Can you find your way to retirement without these critical answers?

How Much do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Gain Control. Gain Clarity. Gain Confidence!

Our first priority is helping you take control of your finances, gain clarity about your present situation, and build confidence in yourself and the future for your family. We believe in building a long-term relationship with you that provides transparency, that is based on integrity, confidence and caring, and that encourages open and honest communication.

Our service offerings and specialized guidance are customized for you based on your situation, goals, needs, and the unique path to your desired destination.

Have a Question or would like a Retirement Specialist to contact you?

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Evolutions SMART Portal

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