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Plan for
Retirement

Manage your income and images to meet your retirement goals.

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Plan for
your Family

Put away money for your grandkids education, a new home, or that dream vacation.

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Investment
Planning

Plan for a better future by investing your money in the right financial products/plans.

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Save
Taxes

Manage your taxes with proper planning to save more money for your future needs.

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Set up an
Emergency Fund

Create a safety net to prepare for emergency expenses such as a major illness or home repairs.

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Manage
your Budget

Ensure you have enough money to take care of any liabilities or future expenses that you may incur.

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Planners Spotlight

All Financial Advisors listed are vetted and fee-only or fee-based professionals.
They offer a FREE initial consultation.

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Brent Rupnow
Via Luce Capital Corporation

3090 Bristol St
4th Floor
Costa Mesa, CA 92626

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Tom Hagigh
EPE Wealth Advisors

1321 Generals Highway
Suite 300
Crownsville, MD 21032

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Ken Gulliver
UGRU Financial

8 The Green Suite 7249
Dover, DE 19901

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Allen L. Frederick
Farther Finance Advisors, LLC

14223 E Brookline Ct
Wichita, KS 67230

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seller
Malcolm E. Polley, CFA
Barnwood Capital LLC

155 Coolspring Rd
Indiana, PA 15701

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seller
Thomas "Casey" Loper
Cornerstone Wealth Management

2738 E 51st St Suite 200
Tulsa, OK 74105

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What Is a Letter of Engagement in Financial Planning?

By Financial Advisor Insights
-Nov 6th 2025

Whether you are getting married, buying a house, or starting a new job, there is always some paperwork involved. It might feel like an extra task, but it is there for a reason,

...
Read more
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8 Reasons Why You May Need a Financial Advisor

By Financial Advisor Insights
-Oct 27th 2025

As retirement draws closer, money stops being just about growth and starts being about security, timing, and choices. The paycheck you’ve relied on for decades is about to

...
Read more