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Support Through Every Stage of Life

Life is a journey with its unique path for each individual and family. Needs change at each twist and turn, and we’re here to meet you wherever you are on your path. We offer flexible, personalized support during every life stage, recognizing the diverse challenges and milestones you may encounter. Our commitment is to provide relevant and timely help, ensuring that you have the support you need precisely when you need it most.

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Meet Our Team

We’re lucky to have a wide range of professionals on our team, including financial planners, tax professionals, and client relationship specialists. You can see our whole team here.

Our Executive Team

Brett J Lee, JD, MBA, CSCP

Amy Tessmer, CPA

Matt Mercer

Eric Kies, CFP®

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Our Latest Insights

Being Grateful Isn’t Just Good for Your Outlook: It’s a Good Retirement Strategy

Jude Boudreaux Featured in ThinkAdvisor Article

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Marriage: Financial Planning Aspects to Consider

4 Strategies for a Smarter College Search

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Our Locations

We are proud to have seven office locations throughout the US that are happily serving clients locally and nationwide. Find the right location for you and view all locations here.

Here’s how much emergency savings you need amid economic uncertainty, according to financial advisors

By PSM Marketing Team

Discover the ideal amount of emergency savings recommended by financial advisors to navigate through times of economic uncertainty in this CNBC article.

Read the Entire Article Here

Tags: Alaska Office, Chicago Office, Financial Planning, Fresno Office, Iowa City Office, New Orleans Office, Quad Cities Office, Savings Accounts, Twin Cities Office

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Phone: (888) 333-6986

Locations

ALASKA
310 K Street
Suite 405
Anchorage, AK 99501

FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720

QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265

IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240

CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654

NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115

TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401

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Here’s how much emergency savings you need amid economic uncertainty, according to financial advisors

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