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  • "Loyal customers, they don’t just come back, they don’t simply recommend you, they insist that their friends do business with you."

    ​Robert R. Everitt, CFP® Operations Manager
  • "We respect your time & always strive to connect you with a live person when you contact us with a client service need"

    Leanne Dimler Executive Assistant
  • "I have a passion for helping 401k plan participants. Every interaction is a chance to help educate on saving and investing to work towards the goal of increasing the likelihood of retirement readiness."

    Joseph A. Frederick, AIF® Retirement Plan Advisor
  • "There are no “always” or “nevers” in successful retirement planning. Each decision is personal to you."

    Ann S. Brinckman, CFP®, RICP® Wealth Advisor
  • "We help clients plan, prepare and work towards enjoying their retirement by doing the heavy lifting for them."

    David S. Bahnick, CLU®, ChFC®, RICP® Wealth Advisor & Co-Founder
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