Autumn Campbell, Financial Planner in our Tulsa office was quoted in Investor’s Business Daily about My Price is Right What Millennials Want from Financial Services… Click to
Sr. Planner and Fouding Partner, Marty Kurtz was quoted in marketwatch.com about If You’re Stressing About Money Go Back to Your Childhood. Click to read the
By The Planning Center, Financial Planner Schedule a Free Consultation Imagine Suzie: she’s a young professional with a promising career she loves. Suzie has a significant other
By Andrew Sivertsen, CFP® It has been six months since we all learned about the Equifax data breach where the majority of us had our personal
Sr. Financial Planners and Partners JJ Sessions and Marty Kurtz, were quoted in newscentermaine.com and nerdwallet.com about How Your Money Story Can Help You Break Free.
Sr. Planning Analyst, Autumn Campbell, was quoted in nerdwallet.com about how Your Parents’ Financial Advice is Probably Wrong (For You). Jude Boudreaux, CFP®, is a Partner/Sr.
Sr. Planner and Fouding Partner, Marty Kurtz was quoted in wusa9.com about How Your Money Story Can Help You Break Free. Click to read the entire
Sr. Planner and Partner, Jude Boudreaux was quoted in magnifymoney.com about How to Make Your Child’s Expensive Activity Fit Your Family Budget. Click to read the
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns
By pursuing a globally diversified approach to investing, one doesn’t have to attempt to pick winners to achieve a rewarding investment experience. Every day we enjoy
by Michael A. Branham, CFP® Our lives are rarely, if ever, in neutral. New experiences inform us daily, new surprises (good and bad) occur frequently, and
Sr. Planner and Partner, Cicily Maton was interviewed and quoted by CNBC online talking about How Investors Would Spend a Multimillion Dollar Lottery Win. click to read
Stay informed with the latest financial insights from our experts.
ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
QUAD CITIES
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Moline, Illinois 61265
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
CHICAGO
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Suite 311
Chicago, IL 60654
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
NEW ORLEANS
2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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