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We are Offering
A financial advisor is your guide, assistant, and educator, helping you stay on track with your financial goals. You generally start by discussing financial and investing strategies tailored to your values, life stage, and finances. Early on, that might mean focusing on budgeting and paying down your debts, but it’s not like having limits on your budget won’t follow you most of your life.
Being a good advisor is about connecting with people, helping them solve their problems, and making life simpler,” said Peter Lazaroff, a member of Investopedia’s Advisor Council and chief investment officer at Plancorp, a Missouri-based firm. “It’s not all about spreadsheets.” As such, “the best advisors these days resemble therapists more than number crunchers.

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Our Blog
Financial peace isn’t the acquisition of stuff. It’s learning to live on less than you make, so you can give money back and have money to invest. You can’t win until you do this. All you need is the plan, the road map, and the courage to press on to your destination. It’s money. I remember it from when I was single.
