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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E273: 3 Ways to Generate Income from a Lump Sum of Money

If you've come into a lump sum of money, whether from a business sale, inheritance, settlement, or years of disciplined saving, you may be asking: "How can I turn this into reliable income?"

E272: When Should I Get Life Insurance?

Life insurance can feel like one of those financial products that people think they’ll "get around to eventually." But waiting until later often means higher costs or even the possibility of not qualifying at all.

E271: Does Dividend Investing Live Up to the Hype?

Let’s unpack where dividends come from, why investors are drawn to them, and how to think more strategically about total return and diversification.

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