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Curated articles, videos, and more for a more financially savvy you.

About Us

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have over four decades of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

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Brett Andrews

Brett Andrews, CExP™

Certified Wealth Strategist®

(623) 255-5180

(623) 237-3481

Justin Lunde

Justin S. Lunde, MBA, CRPC

Wealth Advisor

(623) 255-5180

(623) 237-3481

Rebecca Andrews

Rebecca Andrews

Operations Director

(623) 255-5180

(623) 237-3481

<p>Charitable Giving: Smart from the Heart</p>

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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<p>9 Facts About Retirement</p>

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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<p>When Life Insurance Becomes Taxable</p>

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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<p>The Half Million Dollar Baby</p>

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.
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