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Forging the Path to Your Goals Through Hands-On, Independent Guidance

A Message from Our Founder

As the oldest of three children, I learned responsibility early. After my father's death at a young age, my mother worked three jobs to support us. The third job helped her purchase a set of encyclopedias for me, my brother and sister. My childhood experiences taught me that life is unpredictable. This was the basis and prism through which I saw the world and it formed the foundation for my interest in helping others secure their financial futures.

Ultimately, we all  want the same things... live well today, prepare for an uncertain future and provide for our family as efficiently and effectively as possible.

This is what we do for our clients - we provide the framework to help clients achieve these things and the peace of mind that comes with it. As fee-only advisors we operate objectively, independently and transparently.

~ Amy Braun-Bostich, MSFS, CFP®, APMA, CLTC, CFS

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