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

Can the 2023 “Goldilocks” Economy Continue in 2024?

Can the 2023 “Goldilocks” Economy Continue in 2024?

The numbers are in—no more guessing about growth levels or inflation rates for 2023. That is all in the rearview mirror (not counting upcoming adjustments to historical gross domestic product (GDP) growth rates). Many are suggesting the U.S. economy is experiencing a...

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More to Celebrate Than Fear as We Head Into 2024

More to Celebrate Than Fear as We Head Into 2024

“By rationally looking at long-term trends instead of viscerally reacting to the horror story of the day, you’ll see that there’s much more to celebrate than to mourn.” — The Wall Street Journal, excerpt from “For the New Year, Say No to Negativity,” Dec. 27, 2019...

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