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You’ve probably heard it said, teamwork makes the dream work. When a team of people come together using their strengths to achieve a common purpose, the outcome often feels like nothing short of magic. This couldn’t be truer for us when it comes to the financial planning we do for our clients. Everything each member of your dedicated retirement team does always points back to the financial plan and making it truly as unique as the client for whom it was designed and built. And when life happens, any person on your dedicated retirement team can help get you the answers you need.
From Elusive to Enlightened
Financial matters can be complex, but they don’t have to be. When people understand their money, their God-given financial purpose becomes more achievable.
Your Guidebook Matters
An investment isn’t a plan but rather a vehicle used to arrive at a destination. Using your clearly defined retirement goals, we create a personalized financial plan that serves as the roadmap for your journey.
Aligned with Purpose
Your dedicated retirement team is a coalition of unique strengths and talents that is used for an intended outcome – to help you move forward financially.
Securities offered through LPL Financial LLC, Member FINRA / SIPC | Investment advice offered through Independent Advisor Alliance. Independent Advisor Alliance and GenWealth Financial Advisors are separate entities from LPL Financial. This website is intended for use by the residents of: AL, AR, AZ, CA, CO,CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, WA and WI. BrokerCheck
A Path through the forest
In unstable financial terrain, John and Scott are bringing clarity about market trends for 2024 and more importantly what it means to you!
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