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Are you a member of the military preparing to exit the service?

We’ll develop step by step actionable plans to transition out and thrive in civilian life.

Are you a Vet who’s recently gotten out? Do you find it surprising “out here”?

When I got out I felt like I’d fallen off a cliff and often considered reenlisting. But I also thought that would betray the dreams that got me out in the first place. We’ll develop a plan tailored to your situation and geared toward meeting the dreams that led to leaving the military in the first place.

Have you been trying to develop an investment strategy, but it hasn’t worked out the way you’d hoped it would?

We’ll work on fundamental but simple investment concepts that will make you a better, more sustainable investor. Our goal is for you to be better able to manage your own investments, or if you need more assistance to be an informed consumer of investment advisory services. You’ll also receive a list of investment advisors that I believe will work in your best interest.

I’d love to see if I can help you out! We’ll start with a free 30-minute consultation to talk about your goals and see if there’s a way to work together.

Money should never be the thing that holds you back from your goals. It should help you achieve them!

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