We help make your retirement an adventure worth sharing.

 Together, we can spark your financial journey as we help you organize, build, protect and/or transfer your wealth in a comfortable, safe environment while growing your financial intelligence.

Mutually, through trust and long-term relationships, we work with you to create your legacy to let the love in your life live on with our guidance and expertise for generations!

<strong>Our Process</strong>

Our Process

Plans need to be dynamic and must evolve with the need of the hour. So, monitoring and reviewing the progress of your plan regularly and systematically is an important step in the financial planning process.

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<b>Financial Considerations During Divorce</b>

Financial Considerations During Divorce

Here are some key considerations for maintaining your financial health as you proceed through the process.

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<strong>Managing Your 401k When Switching Jobs</strong>

Managing Your 401k When Switching Jobs

Consider all options for managing funds in a former employer's retirement plan

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<strong>The Basics of Financial Fitness</strong>

The Basics of Financial Fitness

Managing Money

  • Using It
  • Saving It
  • Getting Credit
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<b>Who We Are</b>

Who We Are

 LPL Financial Advisors:

Trish Wilder

Shalana Poole CFP®, CDFA®

<b>Discover Hidden Opportunities</b>

Discover Hidden Opportunities

We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

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Do You Know These 4 Critical Social Security Facts?

In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today.

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