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Why Work With Us

We believe in a collaborative team approach to ensure your plan is coordinated and finely tuned from the financial, tax, and legal aspects that affect your personal situation. Over our decades in practice, we have successfully developed and maintained relationships with your trusted advisors such as your CPA and your Attorney(s) to create seamless, solid plans that evolve with shifting estate and tax legislation. This collaborative approach ensures that you are able to maintain your life style and leave the legacy that you desire.

Our advisors maintain their CERTIFIED FINANCIAL PLANNERTM (CFP) designations and recommend financial planning solutions for you with fairness and integrity.  They have and will always act in your best interest as they help you develop plans to reach your short and long-terms goals; they do this by considering the entirely of your financial health while being flexible to make changes as life changes. 

Kristin A. Nordahl has been recognized by the following Industry Accolades and memberships:

* This award was issued on 2/1/2023 by Five Star Professional (FSP) for the time period  01/01/23 through 12/31/23.  A fee of $650 was paid for this award emblem.