Your Journey Starts Here
We can help you bridge the gap between where you are and where you want to be.
We Advocate for What is Most Important to You
Financial education, meticulous planning, & clear guidance for your family and your future.
The Long Run: Women and Retirement
We're here for you, offering advice and support throughout all life's milestones.
We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.
Amanda is a personal financial advisor. She motivates clients to plan for their financial futures by working one on one to effectively create personalized retirement plans. She takes a comprehensive approach to planning, incorporating ...
"Wealth is the ability to fully experience life."
- Henry David Thoreau
"An investment in knowledge pays the best interest."
- Benjamin Franklin
"Frugality includes all the other virtues."
What Smart Investors Know
A Primer on Irrevocable Life Insurance Trusts
Insurance Needs Assessment: When You're Newly Married
Federal Income Tax