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

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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

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The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.
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