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Financial Enlightenment is a comprehensive financial services firm that specializes in helping business owners, professionals and retirees reach their financial goals. We utilize a Five Step Financial Planning process that is effective, efficient, and time tested.

Our business is built upon four core values: Integrity, Competence, Confidentiality, and Kindness. We take pride in our personal service, flexibility and close attention to detail. We will partner with you to develop and implement a financial plan that reflects your personal and professional goals.