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Equip Yourself to Make Better Investment Decisions

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Where Do You Want to Go Personally & Financially?

Overcome the very practical financial and emotional mistakes that will hinder you from achieving your dreams in life. Equip yourself with a system to make wise decisions.

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You Can Get There by Yourself or With Our Help

Use our totally confidential, free and tech savvy guided financial planning experience to evaluate your readiness for retirement in less than two hours.

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Contact Us Today for Help

If you're tired of trying to figure out your retirement planning & investments on your own, contact us today to eliminate confusion & follow our "Retirement Planning Solution System."

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The world we live in seduces us into thinking that more money is the answer to all our problems. Visit our blog Wisdom for the Wealthy to learn biblical principles of living and the power of an eternal perspective.

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What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
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Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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As Featured In....

We understand how it feels to see the market dropping and not know whether it’s the beginning of another 2008 decline. Nobody should have to experience the painful emotions of fear & anxiety as it relates to their financial future. Click on the Logos below to read where Don Roork, CFP, CKA was quoted in the Huffington Post, Forbes, U.S. News and CNBC. 


How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."