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Our Focus, Your Life and questions

Our approach starts with taking the time to gain an intimate understanding of the things that are important to you in life: your goals, objectives, dreams and aspirations.  We explore the important question:  What is important about money to you?  As we learn how you want to retire, and what goals are most important to your life, we can begin our important work together.

We've found that successful long-term relationships are built from open and honest communications and by maintaining a singular focus on your needs as our client.  And by maintaining close communication and anticipating your continuing needs, we can help you stay on track and maintain confidence in the future.  

While we may increasingly live in a mass-market, one-size-fits-all world, we've chosen to take a distinctively different approach.  We've found this to be not only the best way, but the only way to work with you.  When it comes to  planning for your needs, we take the time and effort to explore and gain clarity on the many important details that must be covered to help ensure your financial and retirement plan is one that works over time, and that we can have confidence in.

We look forward to helping you toward your important life and financial goals and to the bright future that lies ahead!


Ross V. Gooding

Wealth Manager, Financial Advocates

If you would like to learn more about working with us, or would like a complimentary consultation, please share below.  All information is confidential and will not be shared.

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