Get To Know Us!
We’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning; it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
Rob Elder
QAFP™
Qualified Associate Financial Planner
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I take the complexities out of personal finance and help people define thier personal and financial goals. These are the first steps to a persons financial freedom and security.
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Want less stress? Want to build your wealth and lower your risk? Want to have a smaller mortgage payment or pay off the house sooner? Want to buy a cottage or put the kids through school?
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Let's talk!
Josi Elder
Manager / Owner
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