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Innovative Solutions with a Family Touch

We believe your financial strategy should be as extraordinary as your dreams. That’s why we’re passionate about building meaningful connections that are as strong as our financial plans.

We’re Geared to Help You Live Your Best Life

Our Gear Up Your Retirement process is designed to make sure all five essential elements of your financial strategy — income planning, investments, tax strategies, health care and legacy planning — work in sync to propel you toward your ideal retirement.

G ather information

E xamine your essentials

A ddress your gaps

R each for your dreams

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Will your money last as long as you do?

Check out this 8-page guide to see why a retirement income analysis is important for your retirement.

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    Learn how an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.

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    Read how much the average person spends on health care today. (You might be surprised at the number!)

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    Make sure you’re asking the right questions about retirement: How do I make my money last? How could a long-term care strategy help my family’s long-term medical needs?

Education Equals Empowerment

Our informational seminars examine a host of financial topics that can impact your situation both now and in the future. We’d love to have you join us at an upcoming event, where we’ll share more about how we help families and individuals from all walks.

No events are scheduled at this time. Please check again soon!

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You’re with Family When You’re with Our Founder

“Family is big. Family is pretty much everything.” That’s the foundational belief of our founder, Ashleigh Kennedy. The daughter of a single mom, oldest of seven siblings and loving mother of four, Ashleigh's servant's heart and work ethic are as strong today as they were when she helped her brothers and sisters and graduated from the U.S. Naval Academy and law school.

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