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Do I have enough money to retire the way I want to?

How much money do you need to retire? Most people are not sure. Let us help you determine how much you will need so that you can do all the things you wanted to do in retirement. Call Jeff today to find out.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Contact Us: (325) 704-2518

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