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With a Purdue University degree in Financial Planning as a foundation, Frank uses data-driven analysis and clearly defined metrics to implement Measurable Planning. He sets realistic, specific goals and tracks progress to ensure continuous improvement. By integrating strategic timelines and ongoing assessments, he aligns clients’ personal values with their financial aspirations, delivering confident, results-oriented retirement strategies.
With the experience of being on a university faculty and having the focus and discipline of a professional golfer, Chris applies educator-level clarity and analytical detail to Measurable Planning. He emphasizes suitability, sets specific benchmarks, and closely monitors progress. As a fiduciary, he blends objective data with personalized timelines, ensuring each client’s retirement strategy remains transparent, aligned with their goals, and consistently refined toward financial security.
With a Purdue University degree in Financial Planning as a foundation, Frank uses data-driven analysis and clearly defined metrics to implement Measurable Planning. He sets realistic, specific goals and tracks progress to ensure continuous improvement. By integrating strategic timelines and ongoing assessments, he aligns clients’ personal values with their financial aspirations, delivering confident, results-oriented retirement strategies.
With the experience of being on a university faculty and having the focus and discipline of a professional golfer, Chris applies educator-level clarity and analytical detail to Measurable Planning. He emphasizes suitability, sets specific benchmarks, and closely monitors progress. As a fiduciary, he blends objective data with personalized timelines, ensuring each client’s retirement strategy remains transparent, aligned with their goals, and consistently refined toward financial security.
With a Master of Accounting degree and a previous as an IRS analyst and financial author, Taylor is especially focused on the tax implications of each financial decision. Integrating thorough research and benchmarks, he executes Measurable Planning with a client-centered approach. By employing data-driven methods, he aligns individualized goals with appropriate timelines, ensuring progress and confidence through transparent, tax-savvy strategies.
With a Master’s Degree in Finance and a no less impressive bachelor’s degree in Aeronautics, as well as an 11-year U.S. Army career as an Apache pilot, Sam applies technical precision and clear communication to Measurable Planning. He sets specific benchmarks, tracks progress meticulously, and ensures clients fully understand each step. This transparent, structured approach turns complex strategies into tangible, confidence-building retirement solutions.
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