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Money is a Family Affair

We create a path with your family’s present and future at the center.

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Do you know your Return on Life?

As your advisor, we engage deeply in the traditional areas of financial planning. We manage that information within the context of you and your family’s mission and vision. Throughout your time with us, we keep your Return on Life at the center of the conversation.

What is your Return on Life?


Well-Being


Progress


Freedom

Learn how to live
The best life possible
With the money you have

Matt Meline

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Return on Work

Are you getting satisfaction and meaning from the work you do? Are you compensated well for this?

Return on Residence

Is your home the right place for you? Can you comfortably afford to live there?

Return on Achievement

Are you pleased with your accomplishments in life? Have you been able to fund your needs and pursue your aspirations?

Return on Learning

Are you effectively using your finances towards education for you and your family?

Return on Leisure

Are you able to fund your hobbies and interests? Are you taking the time to visit the places you would like to see and do the things you would like to do?

Return on Health

Are you able to achieve and maintain your health without financial stress?

Return on Relationships

Have your relationships not been adversely affected by money matters? Can you take care of the people important to you?

Return on Purpose

Are you living your life on purpose? Are you able to live and give generously of your time, talent, and/or finances?

Return on Freedom

Is your money being used in ways that help you feel free? Do you feel freedom in how you live your life?

Return on Security

Do you feel secure about your current financial situation? Are you confident about your financial future?

Our Firm

Our Firm

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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Our Services

Our Services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Our Approach

Our Approach

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.

 

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