01. It’s About You,

As a firm, our focus is to understand your goals and priorities, and develop a plan to reach them. We are passionate about the importance of comprehensive wealth and estate planning guidance to create a holistic financial plan.

 

02. Your Plan,

We strive to align your vision into a financial planning roadmap with understandable milestones so that you know where you are on your chosen path. Having a plan in place gives us the opportunity to proactively and regularly address your questions, the things that keep you up at night, and the changes life brings.  

03. And Personal Guidance

We will be your partner along the way to coordinate the services of all of your other professionals, monitor your life changes, and provide recommendations to help you stay on course (or create a new one!) We’ll always be accessible to talk about the here and now, as well as your future - because we want to relieve stress, not create it.

Meet Our Team

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News

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Rick Ropelewski |
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There are countless downsides to this pandemic. However, I like to believe there is always good along with the bad and COVID has reinforced the value of resiliency and the ability to adapt. When life gives you lemons you are supposed to make lemonade, but not everyone notices the bowl of lemons on their kitchen table. That was not the case for Julia on our team. Like many students during the pandemic, Julia’s four younger...
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