I help People plan for a more confident Financial Future!

You have goals and dreams. We can help you clarify your goals and focus on the things that are most important to you.

As you approach retirement you will be making some of the most important financial decisions of your life. Most of these decisions don’t get a do-over, once you’ve made them your stuck.

My goal is to help you get the most out of your retirement resources. We do this by coordinating and seeking to optimize what I call the 7 Core Elements of Retirement Planning.

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The 7 Core Elements of Retirement Planning

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Want to learn more about what we do? Check out our about us page HERE!

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Home Buying Series Part 1

Home Buying Series, Part 1.
Springtime is home buying season for many. Owning a home is still the epitome of the American dream, but it can also turn disastrous if you’re not careful. Here are a few tips from The MoneyEvolution Guide to Buying and Financing your Home, a Free Downloadable PDF you can find on our Resource Page here, http://moneyevolution.com/financing-your-home

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How To Pay Cash For Your Next Car

How to Pay Cash for your next Car.
Car expenses can be one of your largest budget items. Here’s a simple strategy to potentially save the money you might need to buy your next car without having to take out a loan. After watching this video, download The MoneyEvolution Guide to Understanding the Total Costs of Car Ownership, a Free Downloadable PDF you can find on our Resource Page here, http://moneyevolution.com/understanding-cost-car-ownership

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Do You Own An Annuity?

Do You Own any Annuities?
Has it been a while since you reviewed it? You could be missing out on some of the features your annuity has to offer. Do you remember why you bought it? Here’s a few tips to review an annuity that you already own. If you have questions, or would like us to review your annuity with you, please call our office to set up a free no obligation introductory call. 248-731-7829.

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