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Manage Your Money with Confidence

Manage Your Money with Confidence

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 understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


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What We Bring to the Table

What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.


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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Laws and Jobs Act. Luckily, we're here to help. This ebook will tell you everything you need to know about the biggest tax reform and overhaul in 30 years.

What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Tax
Planning

Investments Management

Retirement
Management

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Tips and Resources

The latest topics in our library to Inform and Inspire.

<p>Pickleball in Retirement</p>

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.
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<p>A Look at Whole Life Insurance</p>

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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<p>Volunteering in Retirement</p>

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.
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Our Experts

Judith Mohr

Judith Mohr

CERTIFIED FINANCIAL PLANNERâ„¢

803-547-7526

888-728-2811

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