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"Every stage of life presents new challenges to your financial path. Our goal is to not only provide services to help guide you, but to also provide you support in your financial decisions."
- KJ Dykema Your first meeting is a step in the right direction. We will consult with you on your financial priorities and develop methods to achieve your goals. The outcome of this first meeting will be worksheets and materials for you to build the foundation to your financial freedom. Please note that our first meeting will last for one hour. There is a first-time consultations fee of $39. All materials from this meeting are yours at no additional charge. Discounted rates to clients who prefer virtual meetings. To review our consulting agreement please visit our Services. |
Our Income Specialist KJ Dykema Investment Advisor Representative and Insurance Professional |
The FirstAvoid these common mis-steps as you are preparing for retirement
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The SecondGet your budget together with our easy to use spreadsheet
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The ThirdUnderstand your investments with our Investment Analysis worksheet
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