Don’t forget to listen to

The Retirement Blueprint Guy!

Tune into WAAM Talk 1600 on Saturdays at Noon and Sundays at 8 am.

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Local 4 Interview - Memorial Day Weekend

Fox 2 Interview - Easter Sunday Morning

Retirement Blueprint Process

Let’s Design Your Retirement Blueprint

Our process helps you build your financial strategy from the ground up. Download this flyer to see how it works.

We’re proud to be featured in these media outlets

We’re continuously featured on the news and in other media outlets for our knowledge and experience in the industry.

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HOW TO DO A FRUGAL FEBRUARY CHALLENGE

Broke from the holidays? We have some ideas to get your finances back in order.

7 THINGS TO KNOW ABOUT MONEY MARKET MUTUAL FUNDS

What is a money market fund and what should you do with one? Here’s the answer.

8 COSTLY MISSTEPS WITH REAL ESTATE INVESTING

Take the necessary steps with real estate investments to keep you in the green.

8 WAYS TO CAPTURE MOMENTUM IN YOUR PORTFOLIO

Consider these eight investments to keep pace with the market.

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Rather Meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 734.844.3400.