Our Mission

Our only mission is to help you “Live Life Intentionally”, by achieving your financial and life goals in order for you to live your Ideal Life, the life you were meant to live.

We understand that every person has a unique vision of their Ideal Life.  We want to partner with you to become your Personal Financial Officer, helping to identify what you most value in life and defining the role money will play in your vision. 


Our Services


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Latest Blog Posts

The Basics of the 401(k)


Most often, the first question a prospective employee will ask is about your company’s benefit program. And in my experience, the two most often-asked questions are about health insurance and an employer- sponsored retirement program. Let’s examine the most common employer-sponsored retirement program that exists today – the 401(k) plan.

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401(k)s: Preferred Choice for Retirement Savings

401k preferred choice for retirement savings

An attractive benefit plan can play a fundamental role in recruiting and retaining qualified staff. And, when trying to save for the future, a 401(k) retirement savings plan can help employees attain their retirement objectives on a tax-advantaged basis. Named for the section of the Internal Revenue Code (IRC) that created it, a 401(k) plan may be one of the most popular and valuable fringe benefits available. Although the technical aspects of 401(k)s can be complex, the advantages can be far-reaching, including the following:

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Back to Work....for 3 Weeks?

Buckeye Wealth ETF

ETF Global Daily Perspectives
“There are decades where nothing happens, and there are weeks where decades happen.” – Vladimir Lenin

After alternating between gains and losses, stocks ended the holiday-shortened week on a positive note driven by a stopgap deal to end the government shutdown for three weeks. To begin the week, waning global growth was the prevailing market concern and weighed on market sentiment.

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