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Create a Life Map Game Plan for the Red Zone Fee-Only, Fiduciary Practice Focused on Your Goals

"An investment in knowledge pays the best interest." - Benjamin Franklin

Our Services

We create strategies that are tailored to your needs and goals.

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About Us

Years of experience have prepared us to guide you through your life transitions.

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Have a question? Contact us today.

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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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About Richard Dunn, CFP®

"Having grown up the son of two teachers, I am passionate about helping people learn reliable financial strategies. I am dedicated to helping clients realize their retirement dreams."―Richard Dunn

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

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