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A financial plan is the bridge
to the life you want to live.

Financial Planning

Are you on track to reach your financial goals?

Click Here to Find Out

A frequent question clients ask is, “Will I have enough money?”, but the question goes much deeper.

The questions we try to answer through financial planning are:

  • Will I have enough money to live life on my terms?

  • Will I have enough money to age with dignity and grace?

  • Will I have enough money to live independently and not be a burden on others?

People sometimes make investment decisions based on their emotions. We aim to build trust and confidence, to allow you to take your emotions out of your investments and invest your emotions in the things and people that matter to you.

Over time our financial lives grow more complex and complicated. We work with you to consolidate, organize, and simplify your financial life.

Contact us today to learn more.

Schedule a Call


Certified Financial Planner

Todd Van Der Meid is a

Financial Planning Association

Montcross Chamber of Commerce

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