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

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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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Drew Leisure
BSG Advisers

2300 Wilson Blvd Ste 700
Arlington, VA 22201

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Michael DeSantis
Farther Finance LLC

24049 Stratus Street
Santa Clarita, CA 91350

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Mark Tepper
Strategic Wealth Partners

5005 Rockside Road
Independence, OH 44131

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Manuel Gonzalez Teran
Prime Capital Financial

6550 Rock Spring Dr.
Suite 200
Bethesda, MD 20817

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Brian Bisdorf
Cedarwood Financial Partners

201 American Concourse Suite 310
Fort Worth, TX 76106

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Chad Lea
Strategic Wealth Group

7820 Terrey Pine Court Suite 200
Eden Prairie, MN 55347

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Achieving Your Financial Goals with the Help of a Financial Advisor

By Financial Advisor Insights
-Aug 7th 2025

Just like a gym coach helps you reach your fitness goals, a financial advisor guides you toward your financial goals. It really can be that simple!

You can certai

...
Read more
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5 Ways to Discover a Fulfilling Purpose in Retirement

By Financial Advisor Insights
-May 19th 2025

Retirement is often painted as the ultimate reward after decades of hard work, where you can relax, travel, and have the freedom to do as you please. But for many, the transitio

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Read more