Wealth Advice That Supports Your Life Choices

Whether you’re in the early stages of building wealth or further along, we’ll create a financial plan to help you achieve the goals you’ve set for yourself.

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Meet JB

The way you think about your goals, aspirations and challenges influences the way you think about saving for the long term, so after I better understand your personal and financial situation, I’ll create a wealth plan that meets you at whatever stage you are in life and make sure you stay on track to achieve the goals you’ve set for yourself.

JB Batiste, CFP®, EA

Insights

July Was Another Winner for the Markets…Time for a Breather?

July Was Another Winner for the Markets…Time for a Breather?

“Things turn out best for the people who make the best of the way things turn out.” – John Wooden Despite Skepticism, the Rally Is Real The S&P 500 got off to a good start in the second half of 2023, rising roughly 3% in the month of July.1 The Index has risen...

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