Level Up Your Money

Modern Fiduciary Financial Planning & Investment Management

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Modern, Non-stuffy and High-tech

We believe everyone deserves access to professional financial advice. No minimums, no judgment, and no jargon. And you can meet with us from the comfort of your own home via video conferencing and paperless systems.

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A Progressive Financial Partner

You don't just want financial advice. You want a simple experience. You want high-tech virtual access that works around your schedule. And you want your money to make a positive impact in your life, in your community, and in the world.

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E260: What Is an S-Corp and How Do You Set One Up?

S-corps can offer significant tax advantages, but they also come with rules, responsibilities, and deadlines you need to understand.

E259: Should I Buy a Duplex?

Thinking about buying a duplex? Learn the pros and cons, from financing and maintenance to tenant management and resale value, to decide if it's the right investment for you.

E258: Medicare Enrollment 101 – A Guide to Help You Sign Up for Medicare

We’ll review the basic parts of Medicare, enrollment deadlines, how to enroll, and some common costs you can expect.

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