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WHO WE ARE
Financial Planning
With over 17 years’ experience, Kris Etter and his team help clients identify and manage their financial goals.
WHAT WE DO
Risk Management
We provide financial planning for people who want to grow and protect their wealth.
Our Process
FINANCIAL ANALYSIS
We take all your finances into account & determine the best way to meet your goals.
RISK MANAGEMENT
We address insurance needs; Medicare, health, disability, life, & long-term care.
WEALTH ACCUMULATION
This includes retirement savings, tax efficient growth, future college education, & other alternatives.
PRESERVATION & DISTRIBUTION
This focuses on healthcare costs in retirement, providing a consistent income stream, & estate planning needs.