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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

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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Blog

Blog

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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<p>Comparing Investments</p>

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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<p>When Should You Take Social Security</p>

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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<p>A Living Trust Primer</p>

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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As Featured In....

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."