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SAY "HELL YES!" TO THE ADVENTURE AHEAD

With a conscious planning process designed to fire you up and fuel your life

INTREPID

ADJECTIVE
1. Adventurous
2. Fearless
​3. Courageous

Mark Colgan, CFP

​YOUR FINANCIAL PLAN SHOULD GIVE YOU THE COURAGE TO
DO THE "MAYBE SOMEDAY" STUFF NOW

I don’t want to sound like the Grim Reaper pointing to his SmartWatch, but time stops for no one, not even a firecracker like you.

When my first wife passed away, I was overwhelmed by the awareness that life can short change us.

Along with the grief, I found myself dealing with funeral arrangements and our financial affairs.

My response was to save and to spend as much as I could, which seemed conflicted at the time.

But, I’d realized…

Money is nothing more than the freedom to say yes to more in life, because we can’t take it with us when we go.

My daughter says I’m too YOLO (You Only Live Once) for my age, but hey, we get one shot at this experience on Earth.

Why not embrace the adventure?

MEET YOUR GUIDES

Jackie Dohse, CFP, EA
Wealth Advisor

Brandon Wolk
​Wealth Advisor

Teri Petrarca
Service Team Leader

Lisa
Service Team Advisor

Tammy Walsh
Service Team Advisor

DON'T PUT YOUR HAPPINESS ON HOLD

Get the financial confidence to say “Hell Yes!” to the adventure ahead.

READ MARK'S LATEST BOOK