Why Time in the Market Beats Timing the Market
If you considered pulling your money out of the market when Covid-19 hit, you were not alone. So many people felt that way, some acted
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Gain Confidence in Your Financial Plan
A straightforward approach to managing your money
It often feels like life has never been more complicated. Our experienced team’s mission is to take one very important yet complex thing off your plate to help put everything else in balance.
Kevin A. Caldwell, CFP®
Principal
Jeffrey Kikoler, JD, CFP®, CFA®
Principal
Inspiring you to feel confident in your decisions is what we’re passionate about.
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To keep you informed, we regularly write blog entries on topics relevant to your life.
Explore Our Services
If you’re looking for ongoing and comprehensive service to address every aspect of your finances, our fee-based financial planning and investment management may be the right fit for you.
If you don’t want to move your assets but still want professional insight into your finances to ensure you’re on the right track, our flat-fee planning consultations might be what you’re searching for.
How to Invest in Happiness and Your Future
Is it possible to invest in happiness and your future simultaneously? Absolutely! Let’s explore some strategies for making that happen.
Inflation and the Stock Market: How Are They Related?
Learn how inflation and the stock market intersect and what you can do to protect your investments during times of uncertainty.