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Hi. Thanks for stopping by. Financial planning is about much more than investing decisions. It's about organizing all of the interwoven parts of your financial household so they work together to achieve your goals. That's where I come in. I am a full-service CERTIFIED FINANCIAL PLANNER™ practitioner, helping you with investment management and holistic financial planning. Most importantly, I am completely independent and work for you and you alone.

Find out why you should only work with an independent CFP® professional.

This is not a sales pitch. It's a chance for you to get to know Jeff and ask questions about his services and fees without pressure or obligation. He will begin the finan...
Initial Appointment
30 min
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