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Life's Destinations

Creating a life map involves a close review of personal finances to make smart choices for the future, and many other items to help you enjoy the journey. 

Managing Your Money

One of the keys to a found financial strategy is spending less than you take in and then finding the best way to put your excess money to work. 

Investment Strategies

There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerances, time horizon, and goals. 

Our Plan is Clear! We're on the Road to Retirement!

"Are we there yet?" is the big question that concerns people who are preparing for retirement, saving for college, and estate planning. We have answers.

We'll Keep in Touch

We will always be available to make adjustments as the need arises.

*Investment and financial planning services are offered by Paul Carpenter through his affiliation with Avantax