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

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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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Jordan Naffa
Arista Wealth Management

8876 Spanish Ridge Avenue, Suite 202
Las Vegas, NV 89148

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Ryan Veldhuizen
Catalyze Wealth Management

550 Congressional Blvd
Suite 350
Carmel, IN 46032

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Fernando Davila III
LPL Financial - DBA JD Prime Investment Services

4400 Nelson Rd
Lake Charles, LA 70605

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Marcus Luckeneder
Validus Financial Associates

8877 West Union Hills Drive
Suite 540
Peoria, AZ 85382

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Robert Stone
Bullseye Investment Management

4100 Executive Park Dr, Suite 210
Cincinnati, OH 45241

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Jason Crawshaw
William Allan, Inc.

3711 John F Kennedy Pkwy
Suite 420
Fort Collins, CO 80525

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Key Financial Planning Strategies for Young Families

By Financial Advisor Insights
-Jan 15th 2026

As of 2025, families in the United States incurred an average annual cost of $27,743 to raise a child under the age of five. The figure is not just about diapers. It includ

...
Read more
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How Alternative Financial Planning Methods Can Help You Grow Your Finances

By Financial Advisor Insights
-Dec 2nd 2025

As a mid-career professional approaching retirement, you’ve already built a foundation of savings, possibly invested in a 401(k) or IRA, and probably consulted a tradition

...
Read more