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"A goal without a plan is just a wish." -Antoine de Saint-Exupéry


Financial Peace of Mind

Financial Peace of Mind

Our financial planners will work closely with you to develop a strategy that gives you financial peace of mind. We have your back.

You're Our #1 Priority

You're Our #1 Priority

Our firm is based on our relationship with our clients, plain and simple. We're here to work with you at every juncture in life. 

Working For You, Not Wall Street

Working For You, Not Wall Street

We work with integrity and trust for you, not for Wall Street. Your success is our success and we'll work with you at every step. 

Get the Support You Need For Your Financial Goals

Get the Support You Need For Your Financial Goals

Our team of experienced financial advisors will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way. 

Retirement and Estate Planning

Retirement and Estate Planning

The need for financial planning doesn't stop once you reach retirement. In fact, during retirement it's more important than ever to work with a financial planner to ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs. 

Elizabeth Bennett

Elizabeth Mary Bennett, CFP®, MBA

CERTIFIED FINANCIAL PLANNERâ„¢ professional

(561) 210-7339

Katie Fisher

Katie Fisher

Sr. Client Relations Specialist

(561) 210-7339

Colleen  Troutner

Colleen Troutner

Client Relationship Associate

(561) 210-7339

Lacey  Mazauskas

Lacey Mazauskas

Client Services Associate

561-210-7339

Julie Stanfield

Julie Stanfield

Enrolled Agent, Tax Preparation

(561) 210-7339


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