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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

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Don’t be a statistic of poor investor behavior. Overcome the Greed & Fear that can ruin the best laid financial plans.

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Retire Without Worries by Using an Unemotional, Rules-Based & Proven Investment Process

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Overcome the very practical financial and emotional mistakes that will hinder you from achieving your dreams in life. Equip yourself with a system to make wise decisions.

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If you're tired of trying to figure out your retirement planning & investments on your own, contact us today to eliminate confusion & follow our "Retirement Planning Solution System."

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Blog

Blog

The world we live in seduces us into thinking that more money is the answer to all our problems. Visit our blog Wisdom for the Wealthy to learn biblical principles of living and the power of an eternal perspective.

Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.
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Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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As Featured In....

As Featured In....

We understand how it feels to see the market dropping and not know whether it’s the beginning of another 2008 decline. Nobody should have to experience the painful emotions of fear & anxiety as it relates to their financial future. Click on the Logos below to read where Don Roork, CFP, CKA was quoted in the Huffington Post, Forbes, U.S. News and CNBC.