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About Us

Over the years we've added talented people to address the concerns our clients bring to us.

We have specialized team members to help with Taxes, Investments, College Funding, as well as Financial Planning for retirement and business needs. 

Client Centered

Mary Ahearn

Certified Financial Planner

Mary Ahearn is dedicated to helping you plan, protect, and live the retirement of your dreams. Our clients appreciate that she educates them about their options and customizes strategies to their unique goals and needs, that she explains complex financial concepts in simple terms they can understand, and that she helps them avoid the major financial risks in retirement.

Meet Our Team

Ready to Start Living Your Dream?

A strong financial plan can help fight inflation, mitigate market risk, and provide the income you'll need throughout retirement. Let's get started.

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