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Steve Roeske, CPA, CMA

Financial Advisor

Brett Curtis, CFP

Financial Planner

THE VALUE OF ADVICE

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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THE COST OF ADVICE

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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