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A different breed of financial advisor. As a Fiduciary, we specialize in providing affordable fee-only financial planning and investment management services to teachers, engineers, attorneys, young professionals, and widows between the ages of thirty and sixty-five.

Are we a good fit for you? Client Financial Planning Login. Are we a good fit for you? Client Financial Planning Login. Bring clarity to your financial life. Straightforward, fee-only financial planning of the highest standard. Your financial situation is unique. Our goal is to be your trusted advisor, helping you succeed, as we walk with you through the many stages of your financial life. We are in it for the long haul. The highest standard in financial planning.

The mission of SAFE is to provide all members of our community with the knowledge, skills, and tools necessary for financial success throughout all phases of life. SAFE membership is open to all members. Of the public who support the purposes of the. SAFE relies solely on the financial support of. Its donors and members, therefore we require.

Helping financial influencers and brands create better content, reach their audience, and make more money. SEE OUR NEXT BIG EVENT. Collaborate with other influencers who share your passion for making personal finance personal. Go from online to real time at our live events, including the annual conference, local meet-ups, and specialty events. Learn from compelling content, including the Money and Media podcast, blog posts, and online courses.

The Road to Financial Wellness.