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Be Planning, Be Living
Be Wealth

We start by asking the important questions 

Do you have enough to retire?

Do you have enough to retire?

We'll help you understand how much you need to save in order to have the retirement you've been working so hard to earn. Work with us now to help you retire when and how you want later.

Plan Ahead
Is your legacy secure?

Is your legacy secure?

Estate planning, types of insurance, amount of insurance—these can be daunting to think about. That's why we think about them for you, to set you up with plans for the long term.

Make a Mark
Are you getting what you want out of life right now?

Are you getting what you want out of life right now?

We believe you should save for your goals and confidently spend the rest, so we'll work with you to understand what your big goals are: kids' education, vacations, paying down debt, whatever they may be.

Get Started

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Brandon Ebert

Brandon Ebert

CEO/Founder

Jacob Yarochowicz

Jacob Yarochowicz

LPL Financial Advisor

Chris Giroux

Chris Giroux

LPL Financial Advisor

Marv  Hamel

Marv Hamel

Client Relationship Manager

Valerie  Andrews

Valerie Andrews

Office Manager

Danielle Brown

Danielle Brown

Vice President of Finance

Jake Huffaker

Jake Huffaker

Client Relationship Manager

Colleen Marrs

Colleen Marrs

Event Coordinator

Connie Rawson

Connie Rawson

Client Relations Coordinator

Ray Kahmeyer

Ray Kahmeyer

LPL Financial Advisor/Investment Specialist

Let's Get Started!

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