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“Jim is super helpful and professional and was able to answer all of my questions. This created a lot of clarity for me with my current situation. I highly recommend this business. Even if you just need to ask some questions and want to do so comfortably, this is the place to go.”
“If you need tax planning or advice Randy was great. He answered all my questions and saw me at my convenience. The receptionist was great and helpful as well. Will use this business again if I need any other tax planning or financial guidance”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“My husband and I attended a free “Learning about Retirement” seminar hosted by Erick Arnette. We learned so much just from this one event. In the months following, I began listening to Erick’s podcasts and felt comfortable with this company’s approach to wealth management. Erick and Jacob have taken the time to get to know and understand our retirement needs through zoom meetings. They have explained their approach and we are on board. Even though we are not millionaires, they are helping us get to and through retirement!
Kathy”