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We are Dedicated to Proactive Financial Planning.

We are our Clients Champions!

We are our Clients Champions!

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

We Challenge Ourselves, Clients, Family & Friends to Live Life on Purpose.

Meet Our Team

Jason Payne

Jason F. Payne, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ & Accredited Investment Fiduciary®

Jen Nielsen

Jen Nielsen, CFP®, CRC®   

CERTIFIED FINANCIAL PLANNER™ & Certified Retirement Counselor®

Matt Stewart

Matt Stewart, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ & Accredited Investment Fiduciary®

Bobbi Lee

Bobbi Lee

Director of Operations

Do You Know the 8 Timeless Principles of Investing?

This ebook outlines how to approach investing confidently, no matter where you are on your financial journey. These principles can take you through the highs and lows of the market.

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